Vanguard S&P 500 ETFVOOETF
13F holders, Q1 2025 (March 31)At the end of Q1 2025, 3,333 institutions reported holding Vanguard S&P 500 ETF (VOO) in their 13F filings, up 7 from Q4 2024. 146 opened new positions and 121 sold out. The largest holders were Vanguard Group Inc. ($17.7B), JPMorgan Chase & Co. ($15.0B) and Raymond James Financial Inc. ($13.7B). 9 famous investors held it, including Leon Cooperman (0.9% of Omega Advisors (Leon Cooperman)'s portfolio), Ken Fisher (0.3% of Fisher Asset Management's portfolio) and Joel Greenblatt (0.3% of Gotham Asset Management's portfolio).
- Company
- Vanguard S&P 500 ETF
- CUSIP
- 922908363
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 146 | $1.9B |
| Exits | 121 | $1.7B |
All 13F filers, Q4 2024 → Q1 2025: 42,473,823 shares bought and 23,278,022 shares sold, net +19,195,801 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 3,333 holders
| Vanguard Group Inc. | 0.32% | Add +6.0% | 34,450,749 | $17.7B |
| JPMorgan Chase & Co. | 1.15% | Add +23.9% | 29,230,561 | $15.0B |
| Raymond James Financial Inc. | 5.16% | Add +0.9% | 26,653,704 | $13.7B |
| Bank of America Corp. | 1.12% | Add +2.7% | 24,557,361 | $12.6B |
| Morgan Stanley | 0.88% | Add +5.0% | 23,942,196 | $12.3B |
| California Public Employees Retirement System | 7.88% | Add +28.5% | 21,952,154 | $11.3B |
| Goldman Sachs Group Inc. | 1.29% | Add +2.9% | 13,225,319 | $6.8B |
| Envestnet Asset Management Inc. | 1.95% | Reduce -4.3% | 11,779,902 | $6.1B |
| Jones Financial Companies LLLP | 4.89% | Add +13.8% | 10,685,240 | $5.5B |
| Acorns Advisers, LLC | 41.64% | Add +3.7% | 8,447,578 | $4.3B |
| LPL Financial LLC | 1.13% | Add +4.3% | 5,670,710 | $2.9B |
| Ameriprise Financial Inc. | 0.72% | Add +10.2% | 5,171,235 | $2.7B |
| Wells Fargo & Company | 0.64% | Add +1.3% | 5,151,276 | $2.6B |
| Mercer Global Advisors Inc. | 5.05% | Add +7.6% | 4,284,070 | $2.2B |
| UBS Group AG | 0.46% | Add +4.0% | 4,000,327 | $2.1B |
| Cerity Partners LLC | 4.12% | Add +6.9% | 3,898,203 | $2.0B |
| Royal Bank of Canada | 0.38% | Reduce -27.4% | 3,308,527 | $1.7B |
| Assetmark, Inc. | 4.45% | Add +0.4% | 3,152,657 | $1.6B |
| National Mutual Insurance Federation of Agricultural Cooperatives | 13.51% | No change | 2,925,650 | $1.5B |
| Clal Insurance Enterprises Holdings Ltd | 14.83% | Add +101.5% | 2,789,453 | $1.4B |
| Citigroup Inc. | 1.02% | Add +23.0% | 2,593,096 | $1.3B |
| Mirae Asset Global Investments Co., Ltd. | 5.27% | Reduce -0.9% | 2,528,730 | $1.3B |
| Corient Private Wealth LP | 2.01% | Add +92.1% | 2,388,198 | $1.2B |
| HighTower Advisors, LLC | 1.67% | Add +12.5% | 2,387,112 | $1.2B |
| Cambridge Associates LLC /Ma/ | 35.17% | Add +25.2% | 2,384,296 | $1.2B |
| Wealthspire Advisors, LLC | 7.22% | Add +100.7% | 2,351,556 | $1.2B |
| Northwestern Mutual Wealth Management Co. | 0.94% | Add +15.7% | 2,239,644 | $1.2B |
| E-L Financial Corp Ltd | 100.00% | Reduce -10.5% | 1,479,866 | $1.1B |
| Kedalion Capital Management LLP | 42.35% | Reduce -54.4% | 2,053,650 | $1.1B |
| Truist Financial Corp. | 1.68% | Add +1.7% | 2,040,819 | $1.0B |
| FJ Investments, LLC | 87.50% | Add +14.3% | 1,896,601 | $974.7M |
| Envestnet Portfolio Solutions, Inc. | 3.58% | Reduce -13.0% | 1,821,789 | $936.2M |
| Cliftonlarsonallen Wealth Advisors, LLC | 17.41% | Add +15.6% | 1,816,302 | $933.4M |
| Cambridge Investment Research Advisors, Inc. | 3.12% | Reduce -2.8% | 1,799,132 | $924.6M |
| Provida Pension Fund Administrator | 18.25% | Add +40.0% | 1,761,175 | $905.1M |
| Investure, LLC | 57.69% | Reduce -20.6% | 1,697,776 | $872.5M |
| Pathstone Holdings, LLC | 3.77% | Reduce -0.6% | 1,692,368 | $869.8M |
| United Capital Financial Advisors, LLC | 7.25% | Reduce -0.7% | 1,645,585 | $845.7M |
| Trans-Canada Capital Inc. | 66.32% | Add +13.7% | 1,612,320 | $828.6M |
| Glenmede Trust Co. NA | 4.29% | Add +5.3% | 1,554,969 | $799.1M |
| Fisher Asset Management | 0.34% | Reduce -12.2% | 1,531,127 | $786.9M |
| Commonwealth Equity Services, LLC | 1.10% | Add +5.1% | 1,510,438 | $776.2M |
| Stifel Financial Corp. | 0.81% | Add +1.6% | 1,479,081 | $760.1M |
| Cetera Investment Advisers | 1.45% | Add +8.1% | 1,454,612 | $747.5M |
| Alaska Permanent Fund Corp | 10.37% | Add +170.7% | 1,448,563 | $738.4M |
| Focus Partners Wealth | 1.85% | Reduce -2.3% | 1,430,680 | $735.2M |
| Angeles Investment Advisors, LLC | 39.32% | Add +1.6% | 1,421,489 | $730.5M |
| JMG Financial Group, Ltd. | 24.13% | Add +3.0% | 1,392,132 | $715.4M |
| Schroder Investment Management Group | 0.71% | Add +11.1% | 1,377,212 | $703.5M |
| Creative Planning | 0.64% | Add +4.7% | 1,321,307 | $679.0M |
| Plante Moran Financial Advisors, LLC | 57.05% | Add +2.5% | 1,290,723 | $663.3M |
| Charles Schwab Investment Management Inc. | 0.12% | Add +8.9% | 1,261,106 | $648.1M |
| Bank of Montreal | 0.35% | Reduce -14.4% | 1,259,835 | $647.4M |
| Manufacturers Life Insurance Company, The | 0.59% | Add +13.9% | 1,204,960 | $619.2M |
| Clearstead Advisors, LLC | 9.33% | Reduce -0.5% | 1,167,420 | $599.9M |
| Cerity Partners OCIO LLC | 33.52% | Add +20.6% | 1,152,620 | $592.3M |
| Rockefeller Capital Management L.P. | 1.45% | Add +0.1% | 1,142,911 | $587.4M |
| Systematic Alpha Investments, LLC | 22.23% | No change | 1,132,544 | $582.0M |
| Pandi, LLC | 85.61% | Add +2.7% | 1,084,701 | $557.4M |
| Captrust Financial Advisors | 1.38% | Add +4.2% | 1,067,483 | $548.6M |
| Nicholas Hoffman & Company, LLC. | 20.30% | Add +9.6% | 1,039,498 | $534.2M |
| Alliancebernstein L.P. | 0.19% | Add +11.5% | 1,002,112 | $515.0M |
| Osaic Holdings, Inc. | 1.15% | Reduce -3.4% | 1,000,260 | $514.5M |
| CIBC Asset Management Inc | 1.60% | Add +29.9% | 938,020 | $482.1M |
| Freestone Grove Partners LP | 4.84% | New | 915,148 | $470.3M |
| Call To Action Foundation | 100.00% | Add +0.3% | 908,416 | $466.8M |
| GenTrust, LLC | 22.38% | Add +0.2% | 907,351 | $466.3M |
| Analyst IMS Investment Management Services Ltd. | 17.40% | Reduce -0.8% | 871,042 | $447.6M |
| CHURCHILL MANAGEMENT Corp | 5.65% | Reduce -0.9% | 866,949 | $445.5M |
| Baird Financial Group, Inc. | 0.85% | Reduce -2.1% | 860,550 | $442.2M |
| Macquarie Group Ltd. | 0.54% | Add +0.2% | 851,475 | $437.6M |
| Northwestern Mutual Investment Management Company, LLC | 6.79% | Add +55.7% | 832,444 | $427.8M |
| Tiaa Trust, National Association | 1.30% | Reduce -0.8% | 813,592 | $418.1M |
| Wealth Enhancement Advisory Services, LLC | 0.79% | Add +0.9% | 807,691 | $415.1M |
| Teacher Retirement System of Texas | 1.72% | Add +8.1% | 804,143 | $413.3M |
| Hancock Prospecting Pty Ltd | 16.22% | Add +233.2% | 798,474 | $410.3M |
| Diversified Trust Co. | 10.15% | Reduce -1.8% | 798,239 | $410.2M |
| Bessemer Group Inc. | 0.73% | Reduce -3.8% | 788,754 | $405.3M |
| Rakuten Investment Management, Inc. | 1.84% | — | 788,952 | $403.0M |
| Mariner, LLC | 0.67% | Add +3.4% | 782,836 | $402.3M |
| Nepc LLC | 11.08% | Add +9.7% | 778,921 | $400.3M |
| Wealthfront Advisers LLC | 1.05% | Add +6.2% | 762,684 | $392.0M |
| Makena Capital Management LLC | 39.76% | Add +163.1% | 749,448 | $385.1M |
| Natixis Advisors, LLC | 0.71% | Add +17.2% | 742,651 | $381.7M |
| Neuberger Berman Group LLC | 0.32% | Reduce -1.3% | 732,330 | $376.4M |
| Citizens Financial Group Inc. | 7.40% | Add +4.5% | 729,689 | $375.0M |
| Partners Capital Investment Group, LLP | 6.30% | Add +39.5% | 724,788 | $372.5M |
| MML Investors Services, LLC | 1.22% | Add +7.3% | 714,231 | $367.1M |
| CIBC Private Wealth Group LLC | 0.74% | Add +4.2% | 771,008 | $352.2M |
| Bank of New York Mellon Corp | 0.07% | Reduce -79.9% | 683,684 | $351.4M |
| Liquid Strategies, LLC | 63.09% | Add +31.8% | 651,676 | $334.9M |
| OMERS ADMINISTRATION Corp | 2.78% | No change | 618,127 | $317.3M |
| Hollencrest Capital Management | 13.93% | Reduce -2.4% | 617,331 | $317.3M |
| Texas Capital Bank Wealth Management Services Inc | 31.80% | Reduce -4.1% | 612,462 | $314.8M |
| SG Americas Securities, LLC | 1.09% | Add +4817.3% | 612,455 | $314.7M |
| Wedbush Securities Inc. | 11.39% | Add +1.5% | 603,561 | $310.2M |
| Beacon Pointe Advisors, LLC | 3.44% | Add +8.9% | 595,694 | $306.1M |
| Globe Life Inc. | 89.41% | Reduce -1.2% | 591,983 | $304.2M |
| Fifth Third Bancorp | 1.15% | Reduce -12.0% | 589,505 | $303.0M |
| Kestra Advisory Services, LLC | 1.46% | Add +10.0% | 587,897 | $302.1M |
| Bokf, NA | 5.20% | Add +5.8% | 572,570 | $294.2M |
| Valmark Advisers, Inc. | 4.38% | Add +4.6% | 563,876 | $289.8M |
| Sagespring Wealth Partners, LLC | 7.22% | Add +142.4% | 1,584,082 | $286.3M |
| Keybank National Association | 1.14% | Reduce -2.7% | 551,880 | $283.6M |
| MCF Advisors LLC | 20.31% | Reduce -0.2% | 549,522 | $282.4M |
| Acropolis Investment Management, LLC | 16.37% | Add +2.6% | 536,972 | $276.0M |
| Center for Financial Planning, Inc. | 34.85% | Add +0.9% | 530,707 | $272.7M |
| Constellation Investments, Inc. | 12.91% | Add +19.1% | 529,000 | $271.9M |
| BlackRock, Inc. | 0.01% | Reduce -2.6% | 518,199 | $266.3M |
| Old National Bancorp | 6.91% | Add +0.9% | 511,764 | $263.0M |
| JBF Capital, Inc. | 50.33% | No change | 509,121 | $261.6M |
| Sand Hill Global Advisors, LLC | 10.63% | Add +3.1% | 502,081 | $258.0M |
| NewEdge Advisors, LLC | 1.53% | Add +3.0% | 500,951 | $257.4M |
| Sun Life Financial Inc. | 16.10% | Reduce -11.3% | 495,084 | $254.4M |
| BOK Financial Private Wealth, Inc. | 19.02% | Add +2.0% | 492,784 | $253.2M |
| Citadel Advisors | 0.25% | Add +60.5% | 492,665 | $253.2M |
| Adventist Health System/ West | 39.78% | No change | 490,500 | $252.1M |
| Fiera Capital Corp | 0.91% | Reduce -2.0% | 489,958 | $251.8M |
| US Bancorp \de | 0.33% | Reduce -0.7% | 482,425 | $247.9M |
| SCS Capital Management LLC | 3.08% | New | 470,732 | $241.9M |
| Barclays PLC | 0.11% | Add +2.5% | 469,543 | $241.3M |
| Northeast Financial Consultants Inc | 10.52% | Reduce -0.1% | 461,828 | $237.3M |
| Karpus Management, Inc. | 7.69% | Reduce -1.1% | 461,800 | $237.3M |
| First Manhattan Co. Llc. | 0.69% | Reduce -5.7% | 459,989 | $236.4M |
| Cresset Asset Management, LLC | 1.18% | Add +7.6% | 457,492 | $235.1M |
| M&T Bank Corp | 0.84% | Reduce -2.4% | 451,144 | $231.8M |
| Wellington Management Group LLP | 0.04% | Add +33.4% | 449,785 | $231.1M |
| FMR LLC | 0.01% | Add +8.8% | 448,818 | $230.7M |
| Retirement Planning Group, LLC | 10.62% | Add +452.9% | 440,684 | $226.5M |
| Axis Capital Holdings Ltd. | 96.16% | Add +20.0% | 432,675 | $222.4M |
| Steward Partners Investment Advisory, LLC | 1.92% | Reduce -7.9% | 423,381 | $217.6M |
| Smithfield Trust Co | 10.78% | Reduce -0.9% | 418,149 | $215.1M |
| Alberta Investment Management Corp | 1.53% | New | 414,913 | $213.2M |
| Nissay Asset Management Corp. /Japan | 1.37% | No change | 410,649 | $211.0M |
| Moneta Group Investment Advisors LLC | 2.91% | Add +3.9% | 410,508 | $211.0M |
| Stratos Wealth Partners, LTD. | 3.24% | Reduce -8.1% | 409,518 | $210.5M |
| Sanctuary Advisors, LLC | 1.46% | Add +15.1% | 405,238 | $208.3M |
| Keel Point, LLC | 15.99% | Add +11.2% | 400,517 | $205.8M |
| Credit Agricole S A | 0.78% | New | 400,001 | $205.6M |
| Allspring Global Investments Holdings, LLC | 0.35% | Reduce -0.4% | 395,536 | $204.0M |
| Itau Unibanco Holding S.A. | 7.82% | Add +8.8% | 393,640 | $202.3M |
| Lincoln National Corp. | 6.38% | Reduce -0.6% | 385,296 | $198.0M |
| Janney Montgomery Scott LLC | 0.56% | Add +0.6% | 385,093 | $197.9M |
| Exchange Traded Concepts, LLC | 3.52% | Add +9257.4% | 383,934 | $197.3M |
| SBI Securities Co., Ltd. | 6.54% | Reduce -0.2% | 381,426 | $196.0M |
| Robertson Stephens Wealth Management, LLC | 7.29% | Add +2.1% | 379,096 | $194.8M |
| New York Life Insurance Co. | 64.30% | Reduce -39.8% | 372,170 | $191.3M |
| Fusion Family Wealth, LLC | 17.37% | Add +0.9% | 367,680 | $189.0M |
| Pinnacle Financial Partners Inc | 3.80% | Add +0.2% | 359,804 | $188.4M |
| Northern Trust Corp. | 0.03% | Reduce -1.3% | 363,987 | $187.1M |
| Welch Capital Partners LLC | 44.50% | No change | 363,818 | $187.0M |
| Ieq Capital, LLC | 1.49% | Add +12.2% | 363,746 | $186.9M |
| Trajan Wealth LLC | 10.19% | Add +1.5% | 363,214 | $186.7M |
| Hirtle & Co., LLC | 8.47% | Add +222.5% | 362,968 | $186.5M |
| Merit Financial Group, LLC | 2.77% | Add +4.4% | 360,223 | $185.1M |
| AE Wealth Management LLC | 1.54% | Reduce -2.1% | 355,535 | $182.7M |
| Powers Capital, LLC | 99.19% | Add +1.3% | 355,502 | $182.7M |
| Invictus Private Wealth, LLC | 14.48% | Reduce -2.9% | 355,492 | $182.7M |
| Harbour Investments, Inc. | 5.22% | Add +9.8% | 355,407 | $182.6M |
| Coldstream Capital Management Inc. | 3.88% | Add +5.4% | 354,793 | $182.3M |
| Regions Financial Corp. | 1.35% | Add +1.0% | 353,059 | $181.4M |
| Steel Grove Capital Advisors, LLC | 26.56% | Reduce -7.3% | 340,778 | $175.1M |
| Thrivent Financial for Lutherans | 0.39% | Reduce -12.8% | 313,425 | $172.4M |
| West Virginia University Foundation, Inc | 57.12% | Add +9.5% | 325,816 | $167.4M |
| Sageworth Trust Co | 10.39% | Add +6.9% | 325,262 | $167.2M |
| Bartlett & Co. Wealth Management LLC | 2.46% | Add +2.9% | 325,125 | $167.1M |
| Sterling Capital Management LLC | 2.58% | Reduce -4.5% | 323,698 | $166.4M |
| Lockheed Martin Investment Management Co. | 6.65% | Add +7.8% | 317,800 | $163.3M |
| Blue Trust, Inc. | 2.08% | Reduce -8.6% | 315,877 | $162.3M |
| Monashee Investment Management LLC | 19.45% | Add +2.4% | 313,010 | $160.9M |
| Intrust Bank NA | 15.78% | Add +33.3% | 310,415 | $159.5M |
| GeoWealth Management, LLC | 6.37% | Add +2.0% | 308,613 | $158.6M |
| OneDigital Investment Advisors LLC | 1.84% | Reduce -2.0% | 302,983 | $155.7M |
| United Services Automobile Association | 4.76% | Add +48.8% | 302,535 | $154.8M |
| Private Advisor Group, LLC | 0.93% | Add +1.2% | 300,239 | $154.3M |
| Human Investing LLC | 26.77% | Add +4.6% | 295,838 | $152.0M |
| Norinchukin Bank, The | 2.79% | Add +229.7% | 294,980 | $151.6M |
| Means Investment Co., Inc. | 16.07% | Add +110.6% | 294,500 | $151.3M |
| State of Tennessee, Department of Treasury | 0.58% | Reduce -42.9% | 294,150 | $151.2M |
| Wescott Financial Advisory Group, LLC | 15.67% | Add +4.5% | 294,132 | $151.2M |
| Brown Advisory Inc. | 0.22% | Reduce -1.6% | 293,479 | $150.8M |
| Fairfield University | 77.26% | Reduce -1.9% | 293,147 | $150.7M |
| William Marsh Rice University | 63.42% | Add +19.5% | 292,340 | $150.2M |
| Country Trust Bank | 3.78% | Add +33.6% | 291,926 | $150.0M |
| Blair William & Co. | 0.45% | Add +14.2% | 291,311 | $149.7M |
| First American Financial Corp | 55.54% | Reduce -6.4% | 290,906 | $149.5M |
| Taiyo Life Insurance Co. | 13.36% | No change | 290,100 | $149.1M |
| Larson Financial Group LLC | 7.08% | Add +8.9% | 289,989 | $149.0M |
| Zhang Financial LLC | 7.85% | Add +5.7% | 288,860 | $148.4M |
| Albion Financial Group | 10.44% | Reduce -2.1% | 287,048 | $147.5M |
| Farther Finance Advisors, LLC | 3.77% | Add +17.1% | 285,979 | $147.5M |
| Glassman Wealth Services | 24.25% | Reduce -3.0% | 281,958 | $144.9M |
| Greenwood Gearhart LLC | 10.02% | Add +2.2% | 281,899 | $144.9M |
| Liberty Mutual Group Asset Management Inc. | 47.72% | No change | 279,500 | $143.6M |
| Prime Capital Investment Advisors, LLC | 1.66% | Add +18.7% | 277,385 | $142.6M |
| Deutsche Bank AG | 0.06% | Add +62.2% | 277,296 | $142.5M |
| First Western Trust Bank | 6.80% | Add +0.9% | 276,459 | $142.1M |
| Betterment LLC | 0.33% | Add +14.5% | 273,369 | $140.5M |
| Federation des caisses Desjardins du Quebec | 0.70% | Add +6.0% | 273,257 | $140.4M |
| Hardy Reed LLC | 12.26% | Reduce -0.3% | 270,555 | $139.0M |
| Opus Capital Group, LLC | 17.66% | Reduce -1.1% | 266,990 | $137.2M |
| Townsquare Capital LLC | 1.45% | Add +19.1% | 265,409 | $136.4M |
| Janus Henderson Group PLC | 0.07% | Reduce -65.7% | 265,608 | $135.7M |
| Millburn Ridgefield LLC | 3.28% | Add +5.2% | 263,721 | $135.5M |
| Catalyst Capital Advisors LLC | 2.78% | Add +5.2% | 263,721 | $135.5M |
| Litman Gregory Wealth Management LLC | 11.51% | Reduce -0.8% | 261,153 | $134.2M |
| Alerus Financial NA | 10.71% | Reduce -1.1% | 260,216 | $133.7M |
| Gleason Group, Inc. | 23.45% | Add +2.1% | 252,563 | $129.8M |
| Korea Investment CORP | 0.31% | No change | 252,398 | $129.7M |
| DAVENPORT & Co LLC | 0.76% | Reduce -7.2% | 251,306 | $129.1M |
| Allen Investment Management, LLC | 1.51% | Add +0.8% | 251,230 | $129.1M |
| Allianz Asset Management GmbH | 0.19% | Reduce -27.9% | 250,278 | $128.6M |
| Pinion Investment Advisors, LLC | 28.20% | Add +102.4% | 249,022 | $128.0M |
| Chicago Partners Investment Group LLC | 4.25% | Add +5.2% | 247,806 | $127.8M |
| Equitable Holdings, Inc. | 1.21% | Add +6.6% | 248,634 | $127.8M |
| Equitable Trust Co. | 7.00% | Add +1.6% | 245,863 | $126.4M |
| Lutz Financial Services LLC | 10.25% | Reduce -1.7% | 243,585 | $125.2M |
| Bogart Wealth, LLC | 5.91% | Add +0.2% | 243,415 | $125.1M |
| OneAscent Financial Services LLC | 8.13% | Add +91.5% | 242,032 | $124.8M |
| Forvis Mazars Wealth Advisors, LLC | 2.98% | Reduce -6.8% | 241,840 | $124.3M |
| Savant Capital, LLC | 1.05% | Reduce -25.8% | 241,688 | $124.2M |
| AMG National Trust Bank | 3.47% | Add +22.5% | 240,875 | $123.8M |
| GoalVest Advisory LLC | 33.76% | Add +1.3% | 238,906 | $122.8M |
| Tredje AP-fonden | 1.14% | New | 237,025 | $121.8M |
| Global Wealth Strategies & Associates | 36.63% | Add +4.7% | 235,168 | $120.9M |
| Capula Management Ltd | 0.89% | New | 235,000 | $120.8M |
| Banco Santander, S.A. | 1.32% | Add +383.7% | 233,475 | $120.0M |
| ALM First Financial Advisors, LLC | 27.36% | Reduce -7.1% | 274,615 | $119.7M |
| Concurrent Investment Advisors, LLC | 2.91% | Add +24.8% | 232,376 | $119.4M |
| Cwm, LLC | 0.48% | Reduce -1.1% | 232,147 | $119.3M |
| D.A. Davidson & Co. | 0.94% | Add +3.6% | 227,621 | $117.0M |
| World Investment Advisors | 3.02% | Reduce -5.4% | 225,575 | $115.9M |
| Condor Capital Management | 10.78% | Add +2.0% | 225,301 | $115.8M |
| Peapack Gladstone Financial Corp. | 1.72% | Add +0.4% | 225,163 | $115.7M |
| Meiji Yasuda Life Insurance Co | 2.29% | Add +375.6% | 223,599 | $114.9M |
| Wiser Wealth Management, Inc | 31.83% | Add +0.1% | 220,752 | $113.4M |
| Ancora Advisors LLC | 2.53% | Reduce -13.7% | 220,507 | $113.3M |
| Venturi Wealth Management, LLC | 5.88% | Reduce -11.7% | 219,546 | $112.8M |
| OP Asset Management Ltd | 1.90% | — | 219,490 | $112.8M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.03% | Add +173.3% | 218,630 | $112.4M |
| Arrow Financial Corp | 12.48% | Add +0.3% | 217,197 | $111.6M |
| One Day In July LLC | 11.17% | Add +0.4% | 217,051 | $111.5M |
| Lido Advisors, LLC | 0.66% | Add +3.3% | 216,799 | $111.4M |
| Yarbrough Capital, LLC | 4.78% | No change | 216,447 | $111.2M |
| Clarius Group, LLC | 6.94% | Add +32.3% | 215,107 | $110.5M |
| Proficio Capital Partners LLC | 8.53% | Add +6.7% | 209,546 | $110.4M |
| Steele Capital Management, Inc. | 5.61% | Add +1.4% | 209,417 | $107.7M |
| Kensington Asset Management, LLC | 11.28% | Reduce -72.4% | 208,811 | $107.3M |
| Agf Management Ltd. | 0.57% | Add +8.8% | 207,321 | $106.5M |
| Capstone Investment Advisors, LLC | 1.22% | Reduce -91.1% | 205,787 | $105.8M |
| Optas, LLC | 18.38% | Add +99.5% | 205,539 | $105.6M |
| J. Safra Sarasin Holding AG | 1.86% | Add +5.4% | 200,094 | $102.8M |
| Southern Farm Bureau Life Insurance | 15.02% | Reduce -8.8% | 199,115 | $102.3M |
| Mesirow Financial Investment Management, Inc. | 1.98% | Add +1.1% | 198,821 | $102.2M |
| Arkos Global Advisors | 14.80% | Add +1.3% | 196,034 | $100.7M |
| Caprock Group, LLC | 3.07% | Add +5.0% | 195,932 | $100.7M |
| StoneX Group Inc. | 5.42% | Add +1.4% | 192,077 | $98.7M |
| Fund Evaluation Group, LLC | 4.25% | New | 191,119 | $98.2M |
| Avantax Advisory Services, Inc. | 0.58% | Add +2.2% | 186,945 | $96.1M |
| Tectonic Advisors LLC | 6.00% | Add +2.6% | 186,676 | $95.9M |
| Mayport, LLC | 26.43% | Add +12.5% | 186,549 | $95.9M |
| Atria Wealth Solutions, Inc. | 1.15% | Reduce -20.8% | 185,727 | $95.4M |
| EP Wealth Advisors, LLC | 0.76% | Add +25.7% | 184,743 | $94.9M |
| Quantinno Capital Management LP | 0.61% | Add +171.4% | 183,665 | $94.4M |
| Crane Advisory, LLC | 16.74% | Add +5.8% | 188,782 | $92.6M |
| Bell Bank | 4.94% | Add +12.6% | 177,995 | $91.5M |
| MA Private Wealth | 17.04% | Add +1.0% | 176,249 | $90.6M |
| RFG Holdings, Inc. | 29.45% | Add +5.3% | 176,023 | $90.5M |
| Apollon Wealth Management, LLC | 1.99% | Add +4.3% | 175,742 | $90.3M |
| Standpoint Asset Management, LLC | 16.57% | Add +7.1% | 175,000 | $89.9M |
| Efficient Advisors, LLC | 5.81% | Reduce -1.3% | 173,629 | $89.2M |
| CJM Wealth Advisers, Ltd. | 31.03% | Add +1.3% | 170,999 | $87.9M |
| Mill Creek Capital Advisors, LLC | 2.10% | Add +0.2% | 168,898 | $86.8M |
| Charles Schwab Trust Co | 7.26% | Reduce -0.4% | 168,646 | $86.7M |
| HB Wealth Management, LLC | 0.72% | Add +7.6% | 166,971 | $85.8M |
| Atria Investments, Inc | 1.10% | Reduce -6.3% | 166,895 | $85.8M |
| Bank Hapoalim BM | 12.92% | Add +298.1% | 166,883 | $85.8M |
| Sepio Capital, LP | 6.78% | Reduce -0.8% | 166,696 | $85.7M |
| RMR Wealth Builders | 9.00% | Add +3.3% | 166,308 | $85.5M |
| Affiance Financial, LLC | 19.79% | Add +5.1% | 165,296 | $84.9M |
| National Philanthropic Trust | 1.37% | Add +30.5% | 164,957 | $84.8M |
| Trevian Wealth Management LLC | 60.37% | Add +13.9% | 164,948 | $84.8M |
| Advisor OS, LLC | 9.61% | Reduce -8.2% | 164,345 | $84.5M |
| Ironclad Investments LLC | 47.52% | Add +6.3% | 164,258 | $84.4M |
| Grove Bank & Trust | 11.21% | Reduce -2.0% | 163,208 | $83.9M |
| Strategic Investment Advisors / MI | 8.75% | Add +7.8% | 160,701 | $82.6M |
| Conrad Siegel Investment Advisors, Inc. | 21.15% | Reduce -0.2% | 160,388 | $82.4M |
| WASHINGTON TRUST Co | 3.12% | Add +6.3% | 158,246 | $81.3M |
| SilverOak Wealth Management LLC | 17.46% | Add +1.7% | 157,160 | $80.8M |
| Aspiriant, LLC | 2.77% | Add +2.5% | 155,377 | $79.8M |
| Choreo, LLC | 1.24% | Add +5.8% | 155,241 | $79.8M |
| Performa Ltd (US), LLC | 26.41% | Add +14.2% | 154,500 | $79.4M |
| Wedmont Private Capital | 4.07% | Reduce -2.9% | 161,780 | $79.4M |
| Manning & Napier Advisors LLC | 0.98% | Add +16.0% | 154,170 | $79.2M |
| Orion Porfolio Solutions, LLC | 0.78% | Add +2.4% | 153,937 | $79.1M |
| Orion Portfolio Solutions, LLC | 0.78% | Add +2.4% | 153,937 | $79.1M |
| Turtle Creek Wealth Advisors, LLC | 11.78% | Add +19.6% | 153,631 | $79.0M |
| Stordahl Capital Management, Inc. | 18.71% | Add +3.6% | 153,540 | $78.9M |
| Stephens Consulting, LLC | 19.69% | Add +1.8% | 152,385 | $78.3M |
| WestHill Financial Advisors, Inc. | 17.82% | Reduce -2.7% | 151,583 | $77.9M |
| Compass Financial Group, INC | 14.69% | Add +5.8% | 151,113 | $77.7M |
| MJP Associates Inc. | 13.92% | Reduce -8.2% | 150,079 | $77.1M |
| AQR Capital Management | 0.08% | Add +25.0% | 149,746 | $77.0M |
| Obermeyer Wealth Partners | 4.11% | Add +3.6% | 149,699 | $76.9M |
| HSBC Holdings PLC | 0.05% | Add +5.0% | 148,850 | $76.5M |
| Evoke Wealth, LLC | 1.99% | Add +2.8% | 148,596 | $76.4M |
| Circle Wealth Management, LLC | 1.75% | Add +0.6% | 146,947 | $75.5M |
| NorthCoast Asset Management LLC | 0.38% | Reduce -15.1% | 146,506 | $75.3M |
| Warren Street Wealth Advisors, LLC | 29.31% | Add +4.5% | 145,610 | $74.8M |
| PNC Financial Services Group, Inc. | 0.04% | Add +20.0% | 145,504 | $74.8M |
| Webster Bank, N. A. | 8.22% | Reduce -0.5% | 145,459 | $74.8M |
| Texas Capital Bancshares Inc | 31.60% | Add +1.6% | 144,475 | $74.2M |
| Cambridge Advisors Inc. | 16.23% | Add +0.1% | 144,194 | $74.1M |
| Angeles Wealth Management, LLC | 6.11% | Add +2.5% | 143,042 | $73.5M |
| Daido Life Insurance Co. | 9.95% | Add +20.9% | 142,802 | $73.4M |
| CFO4Life Group, LLC | 12.25% | Add +62.6% | 141,621 | $72.8M |
| BIP Alliance, LLC | 30.72% | Add +12.4% | 141,365 | $72.6M |
| Victory Capital Management Inc. | 0.08% | Reduce -50.3% | 141,104 | $72.5M |
| Goldstone Financial Group, LLC | 10.89% | Add +7.2% | 139,955 | $71.9M |
| Comerica Bank | 0.30% | Add +1.3% | 138,494 | $71.2M |
| Brighton Securities Corp. | 34.63% | Reduce -7.4% | 138,217 | $71.0M |
| Composition Wealth, LLC | 1.42% | Add +7.1% | 137,644 | $70.7M |
| &partners | 0.75% | Add +44.9% | 137,926 | $70.7M |
| P/E Global LLC | 15.59% | Add +37.1% | 134,036 | $68.9M |
| Evermay Wealth Management LLC | 9.04% | Reduce -1.1% | 133,940 | $68.8M |
| Brass Tax Wealth Management, Inc. | 14.45% | Reduce -5.5% | 133,819 | $68.8M |
| Commerce Bank | 0.44% | Add +2.9% | 133,490 | $68.6M |
| Permanent Capital Management, LP | 19.61% | Add +15.8% | 133,173 | $68.4M |
| Francis Financial, Inc. | 16.49% | Add +0.3% | 131,921 | $67.8M |
| West Financial Advisors, LLC | 12.87% | Add +3.3% | 131,770 | $67.7M |
| Elwood & Goetz Wealth Advisory Group, LLC | 16.50% | Reduce -0.4% | 131,439 | $67.5M |
| Empire Life Investments Inc. | 4.35% | Reduce -9.6% | 130,084 | $66.9M |
| Simon Quick Advisors, LLC | 3.79% | Add +10.9% | 129,619 | $66.6M |
| Common Fund for Nonprofit Organizations | 7.37% | Reduce -1.8% | 129,032 | $66.3M |
| Jefferies Financial Group Inc. | 1.18% | Add +0.7% | 127,671 | $65.6M |
| Brio Consultants, LLC | 10.30% | Add +13.7% | 127,599 | $65.6M |
| CoreCap Advisors, LLC | 2.88% | Add +1.0% | 127,363 | $65.5M |
| Progeny 3, Inc. | 4.43% | No change | 125,200 | $64.3M |
| Standard Family Office LLC | 84.41% | No change | 125,136 | $64.3M |
| MAI Capital Management | 0.48% | Add +3.5% | 124,223 | $63.8M |
| Amtrust Financial Services, Inc. | 31.40% | No change | 124,000 | $63.7M |
| Vestmark Advisory Solutions, Inc. | 1.63% | New | 123,090 | $63.3M |
| Scott Capital Advisors, LLC | 18.75% | Reduce -5.3% | 122,340 | $62.9M |
| Bank of Nova Scotia | 0.14% | Reduce -1.2% | 121,464 | $62.4M |
| Summit Wealth Group, LLC | 18.15% | Add +0.2% | 120,804 | $62.1M |
| American Family Investments, Inc. | 4.29% | No change | 120,344 | $61.8M |
| Selective Wealth Management, Inc. | 26.84% | Reduce -3.3% | 125,699 | $61.7M |
| Pure Financial Advisors, LLC | 1.28% | Add +16.2% | 119,108 | $61.2M |
| Franklin, Parlapiano, Turner & Welch, LLC | 16.39% | Reduce -1.5% | 118,222 | $60.8M |
| Savvy Advisors, Inc. | 6.06% | Reduce -1.9% | 117,290 | $60.3M |
| Stephens Inc. | 0.88% | Add +5.1% | 116,646 | $59.9M |
| Fortune 45 LLC | 38.83% | Reduce -2.2% | 115,349 | $59.3M |
| Sierra Capital LLC | 7.12% | Add +1.3% | 115,068 | $59.1M |
| Cook Wealth, LLC | 28.69% | Add +0.6% | 115,143 | $59.1M |
| Fidato Wealth LLC | 45.16% | Add +2.3% | 114,832 | $59.0M |
| Oldfather Financial Services, LLC | 22.27% | Reduce -2.3% | 114,184 | $58.7M |
| Perigon Wealth Management, LLC | 1.51% | Reduce -4.6% | 113,998 | $58.6M |
| Redwood Investment Management, LLC | 6.33% | Add +77.6% | 113,563 | $58.4M |
| Nadler Financial Group, Inc. | 6.45% | Reduce -1.1% | 113,364 | $58.3M |
| Jasper Ridge Partners, L.P. | 1.86% | Reduce -6.3% | 112,384 | $57.8M |
| Proffitt & Goodson Inc. | 9.44% | Add +5.3% | 111,675 | $57.4M |
| NorthRock Partners, LLC | 1.92% | Reduce -1.3% | 111,129 | $57.1M |
| Acorn Financial Advisory Services Inc. | 10.22% | Reduce -21.8% | 110,010 | $56.5M |
| Lansing Street Advisors | 18.80% | Add +9.9% | 109,294 | $56.2M |
| Wealthcare Advisory Partners LLC | 1.51% | Reduce -13.0% | 109,172 | $56.1M |
| Kestra Private Wealth Services, LLC | 0.93% | Reduce -12.4% | 108,363 | $55.7M |
| Beaird Harris Wealth Management, LLC | 4.70% | Add +12.0% | 107,663 | $55.3M |
| Aptus Capital Advisors, LLC | 0.63% | Add +12.3% | 107,535 | $55.3M |
| Roundview Capital LLC | 3.92% | Add +3.2% | 105,778 | $54.4M |
| Integrated Wealth Concepts LLC | 0.63% | Reduce -7.7% | 104,378 | $53.6M |
| Financial Counselors Inc. | 0.81% | Reduce -7.4% | 104,205 | $53.6M |
| Strategic Blueprint, LLC | 2.92% | Add +39.8% | 104,062 | $53.5M |
| Northeast Investment Management | 2.48% | Reduce -0.4% | 103,336 | $53.1M |
| J.W. Cole Advisors, Inc. | 1.64% | Reduce -42.5% | 103,073 | $53.0M |
| Fiducient Advisors LLC | 6.57% | Reduce -13.7% | 102,380 | $52.6M |
| Ballentine Partners, LLC | 0.90% | Reduce -1.2% | 101,518 | $52.2M |
| AJ Advisors, LLC | 26.65% | Add +3.4% | 101,304 | $52.1M |
| Scotia Capital Inc. | 0.28% | Add +4.2% | 100,796 | $51.8M |
| Brookstone Capital Management | 0.74% | Add +9.8% | 100,761 | $51.8M |
| Privium Fund Management (UK) Ltd | 39.97% | Reduce -25.8% | 99,735 | $51.8M |
| SoundView Advisors Inc. | 21.32% | Add +4.2% | 100,539 | $51.7M |
| TradeWell Securities, LLC. | 28.15% | Reduce -2.0% | 99,423 | $51.1M |
| Sigma Planning Corp | 1.63% | Add +1.6% | 99,204 | $51.0M |
| Twele Capital Management, Inc. | 10.67% | Add +4.8% | 97,910 | $50.3M |
| Bailard, Inc. | 1.30% | Add +9.0% | 97,847 | $50.3M |
| AmeriServ Wealth Advisors | 28.86% | Add +0.5% | 97,112 | $49.9M |
| Fifth Third Securities, Inc. | 4.20% | Add +1.9% | 96,774 | $49.7M |
| Kingsview Wealth Management, LLC | 0.94% | Add +6.2% | 96,759 | $49.7M |
| Choate Investment Advisors | 1.24% | Add +0.7% | 96,735 | $49.7M |
| Valeo Financial Advisors, LLC | 1.39% | Add +47.3% | 96,681 | $49.7M |
| Summit Financial, LLC | 1.39% | Add +13.6% | 96,643 | $49.7M |
| Daymark Wealth Partners, LLC | 2.12% | Reduce -27.2% | 96,145 | $49.4M |
| Fragasso Financial Advisors Inc | 3.65% | Reduce -5.8% | 95,674 | $49.2M |
| Gitterman Wealth Management, LLC | 13.03% | New | 95,426 | $49.0M |
| West Paces Advisors Inc. | 11.16% | Add +33.2% | 95,327 | $49.0M |
| Safir Wealth Advisors, LLC | 38.82% | Reduce -1.1% | 95,175 | $48.9M |
| Capital Group Private Client Services, Inc. | 0.48% | Add +5.9% | 94,927 | $48.8M |
| Allworth Financial LP | 0.27% | Add +1.8% | 96,746 | $48.6M |
| HBK Sorce Advisory LLC | 1.42% | Add +1.6% | 94,186 | $48.4M |
| AlTi Global, Inc. | 1.27% | Reduce -8.6% | 93,969 | $48.3M |
| Simplicity Wealth,LLC | 3.74% | Add +16.4% | 93,536 | $48.1M |
| Hillcrest Wealth Advisors - NY, LLC | 23.73% | Add +2.5% | 93,241 | $47.9M |
| Investment Research & Advisory Group, Inc. | 20.01% | Add +2.6% | 93,201 | $47.9M |
| Ciovacco Capital Management LLC | 33.54% | Reduce -1.0% | 93,182 | $47.9M |
| Hill Island Financial LLC | 14.02% | Add +9.1% | 93,042 | $47.8M |
| Crestmont Private Wealth LLC | 20.57% | Add +4.8% | 92,452 | $47.5M |
| Freestone Capital Holdings, LLC | 1.78% | Reduce -2.0% | 92,436 | $47.5M |
| Cantor Fitzgerald Investment Advisors L.P. | 3.44% | Reduce -0.9% | 92,009 | $47.3M |
| Kearns & Associates LLC | 30.49% | Reduce -1.2% | 91,459 | $47.0M |
| Souders Financial Advisors | 6.55% | Reduce -6.1% | 91,279 | $46.9M |
| Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) | 7.69% | No change | 90,637 | $46.6M |
| Level Financial Advisors | 15.79% | Reduce -0.0% | 90,386 | $46.5M |
| Olympus Wealth Management, LLC | 20.21% | Add +12.7% | 89,564 | $46.0M |
| Trust Co of Tennessee | 11.50% | Add +3.5% | 89,295 | $45.9M |
| Salomon & Ludwin, LLC | 4.88% | Reduce -0.7% | 89,034 | $45.8M |
| Drucker Wealth 3.0, LLC | 10.02% | Add +37.3% | 88,551 | $45.5M |
| Okabena Investment Services Inc. | 11.40% | Add +80.7% | 88,092 | $45.3M |
| Advanced Asset Management Advisors Inc | 12.42% | Reduce -0.0% | 87,905 | $45.2M |
| Wit, LLC | 1.29% | No change | 87,844 | $45.1M |
| 3Chopt Investment Partners, LLC | 11.76% | Reduce -2.0% | 87,348 | $44.9M |
| Fort Washington Investment Advisors Inc. | 0.27% | Add +5.2% | 86,958 | $44.7M |
| Gentry Private Wealth, LLC | 36.55% | Add +2454.2% | 86,460 | $44.4M |
| Ameraudi Asset Management, Inc. | 25.42% | Add +3.7% | 86,432 | $44.4M |
| Rathbones Group PLC | 0.21% | Reduce -18.2% | 86,250 | $44.3M |
| Wilmington Savings Fund Society, FSB | 0.83% | Reduce -25.5% | 85,963 | $44.2M |
| Fiduciary Trust Co | 0.58% | Add +0.7% | 85,908 | $44.1M |
| O'shaughnessy Asset Management, LLC | 0.35% | Add +18.1% | 85,535 | $44.0M |
| David Kennon Inc | 17.41% | Reduce -1.9% | 85,082 | $43.7M |
| CENTRAL TRUST Co | 1.07% | Add +13.1% | 85,046 | $43.7M |
| Kickstand Ventures, Llc. | 11.04% | Reduce -5.3% | 83,400 | $42.9M |
| Gladstone Institutional Advisory LLC | 2.00% | Reduce -1.9% | 83,305 | $42.8M |
| Sompo Asset Management Co., Ltd. | 7.94% | Add +1.3% | 83,231 | $42.8M |
| Hikari Tsushin, Inc. | 2.85% | Reduce -6.7% | 82,602 | $42.4M |
| Sage Mountain Advisors LLC | 3.13% | Reduce -4.1% | 82,564 | $42.4M |
| Crescent Grove Advisors, LLC | 4.40% | Add +0.2% | 82,164 | $42.2M |
| Guardian Wealth Advisors, LLC / NC | 3.37% | Add +3.2% | 81,886 | $42.1M |
| Next Level Wealth Planning, LLC | 31.64% | Add +6.0% | 81,276 | $41.8M |
| Taikang Asset Management (Hong Kong) Co Ltd | 5.69% | Add +1.2% | 81,230 | $41.7M |
| Jump Financial, LLC | 0.64% | Reduce -22.8% | 80,932 | $41.6M |
| Moody National Bank Trust Division | 4.32% | Add +27.1% | 80,714 | $41.5M |
| LM Advisors LLC | 7.41% | Add +3.0% | 79,502 | $40.9M |
| HBW Advisory Services LLC | 5.80% | Reduce -2.7% | 79,424 | $40.8M |
| Resolute Advisors LLC | 11.76% | Add +2.5% | 79,338 | $40.8M |
| Mutual Advisors, LLC | 1.16% | Reduce -10.0% | 80,010 | $40.5M |
| Rolek Wealth Management LLC | 41.92% | Add +13.5% | 81,956 | $40.5M |
| Fiduciary Group, LLC | 4.04% | Add +3.4% | 78,458 | $40.3M |
| BCK Partners, Inc. | 25.13% | Add +1.2% | 78,354 | $40.3M |
| Front Street Capital Management, Inc. | 7.62% | Add +9.1% | 77,791 | $40.0M |
| Afbi LP | 100.00% | — | 77,600 | $39.9M |
| Modern Wealth Management, LLC | 1.27% | Add +1.8% | 77,478 | $39.8M |
| BNP Paribas Financial Markets | 0.03% | Add +1.1% | 77,163 | $39.7M |
| Garde Capital, Inc. | 2.27% | Reduce -1.1% | 77,001 | $39.6M |
| Galilei Investment Office LLP | 21.40% | Add +1.3% | 78,717 | $39.5M |
| Financial Sense Advisors, Inc. | 11.29% | Add +5.6% | 76,818 | $39.5M |
| Sellwood Investment Partners LLC | 20.53% | Add +3.7% | 76,531 | $39.3M |
| ForthRight Wealth Management, LLC | 13.15% | Add +1.6% | 76,499 | $39.3M |
| CW Advisors, LLC | 0.47% | Add +9.2% | 76,196 | $39.2M |
| Steph & Co. | 14.08% | Reduce -8.0% | 76,197 | $39.2M |
| Wolverine Trading, LLC | 1.24% | Add +228.4% | 76,579 | $39.1M |
| B.O.S.S. Retirement Advisors, LLC | 11.30% | Add +12.7% | 75,856 | $39.0M |
| Prudential PLC | 0.20% | Add +10.2% | 75,590 | $38.8M |
| Capital Management Associates, Inc | 8.77% | Add +68.1% | 75,321 | $38.7M |
| MBM Wealth Consultants, LLC | 11.43% | Add +0.9% | 75,272 | $38.7M |
| Ameritas Investment Partners, Inc. | 1.33% | Reduce -2.6% | 75,241 | $38.7M |
| Liberty Square Wealth Partners LLC | 14.75% | Add +2.5% | 75,189 | $38.6M |
| Retirement Capital Strategies | 15.04% | Add +0.1% | 74,971 | $38.5M |
| TD Private Client Wealth LLC | 1.06% | Add +4.4% | 74,783 | $38.4M |
| Dunhill Financial, LLC | 17.45% | Add +2.5% | 84,958 | $38.4M |
| Susquehanna International Group, LLP | 0.06% | Add +230.8% | 74,448 | $38.3M |
| Fiduciary Wealth Partners, LLC | 33.03% | — | 74,373 | $38.2M |
| Oak Harvest Investment Services | 5.31% | Reduce -0.6% | 73,942 | $38.0M |
| Franklin Resources Inc. | 0.01% | Add +13.7% | 73,688 | $37.9M |
| Greenleaf Trust | 0.34% | Add +2.6% | 73,256 | $37.6M |
| GTS Securities LLC | 1.62% | Add +378.5% | 72,937 | $37.5M |
| CANADA LIFE ASSURANCE Co | 0.07% | Reduce -26.0% | 72,858 | $37.4M |
| Conquis Financial LLC | 38.83% | Reduce -0.4% | 72,785 | $37.4M |
| Tenon Financial LLC | 23.15% | Add +6.3% | 72,780 | $37.4M |
| Oppenheimer & Co. Inc. | 0.56% | Add +21.0% | 72,683 | $37.4M |
| Money Concepts Capital Corp. | 2.78% | Add +5.0% | 72,234 | $37.1M |
| Agur Provident & Training Funds Management Ltd. | 14.71% | Reduce -13.2% | 71,525 | $36.8M |
| Rwa Wealth Partners, LLC | 0.46% | Reduce -7.4% | 71,000 | $36.5M |
| IFG Advisors, LLC | 7.01% | Add +14.7% | 70,804 | $36.4M |
| Compound Planning, Inc. | 1.65% | Add +25.6% | 70,482 | $36.2M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.12% | Reduce -68.8% | 70,459 | $36.2M |
| Rehmann Capital Advisory Group | 2.27% | Add +17.0% | 70,300 | $36.1M |
| Rooted Wealth Advisors, Inc. | 15.51% | Add +1.3% | 77,431 | $36.0M |
| Fort Point Capital Partners LLC | 4.01% | Reduce -1.4% | 69,791 | $35.9M |
| Parisi Gray Wealth Management | 11.68% | Reduce -5.2% | 69,579 | $35.8M |
| Landmark Wealth Management, LLC | 15.65% | Add +5.8% | 69,054 | $35.5M |
| Waverly Advisors, LLC | 0.43% | Add +15.9% | 68,962 | $35.4M |
| Cibc World Market Inc. | 0.08% | Add +1.1% | 68,691 | $35.3M |
| Avior Wealth Management, LLC | 1.34% | Add +1.3% | 68,424 | $35.2M |
| NWF Advisory Services Inc. | 4.93% | Add +0.8% | 68,354 | $35.1M |
| Phillips Financial Management, LLC | 2.71% | Reduce -0.9% | 68,205 | $35.1M |
| Gotham Asset Management | 0.29% | Add +192.9% | 68,057 | $35.0M |
| Ocean Park Asset Management, LLC | 1.24% | Reduce -25.9% | 67,861 | $34.9M |
| Principal Financial Group Inc. | 0.02% | Add +4.0% | 67,760 | $34.8M |
| EMC Capital Management | 20.96% | Add +1.8% | 67,585 | $34.8M |
| Innovative Wealth Building LLC | 31.91% | Add +6.6% | 67,389 | $34.6M |
| Associated Banc-Corp | 1.05% | Add +1.4% | 67,270 | $34.6M |
| Zurich Insurance Group Ltd | 0.28% | Reduce -7.6% | 65,551 | $34.5M |
| Sheets Smith Wealth Management | 4.27% | Add +5.0% | 66,939 | $34.4M |
| JDM Financial Group LLC | 17.37% | Reduce -1.7% | 66,601 | $34.2M |
| CSS LLC | 6.85% | Reduce -4.2% | 66,570 | $34.2M |
| SigFig Wealth Management, LLC | 1.22% | Reduce -0.5% | 66,076 | $33.8M |
| Kinsale Capital Group, Inc. | 8.28% | Add +0.4% | 65,494 | $33.7M |
| Eagle Wealth Strategies LLC | 20.61% | Reduce -5.6% | 65,328 | $33.6M |
| Avion Wealth | 8.53% | No change | 61,700 | $33.2M |
| TD Waterhouse Canada Inc. | 0.27% | Reduce -8.6% | 64,131 | $33.1M |
| Busey Bank | 1.11% | Add +1528.3% | 64,318 | $33.1M |
| Pittenger & Anderson Inc. | 1.21% | Reduce -3.0% | 64,041 | $32.9M |
| Prospera Financial Services Inc | 0.75% | Add +49.8% | 63,615 | $32.7M |
| Vident Advisory, LLC | 0.48% | Reduce -45.2% | 63,579 | $32.7M |
| Geneos Wealth Management Inc. | 1.09% | Add +7.6% | 63,569 | $32.7M |
| Mather Group, Llc. | 0.38% | Add +1.6% | 63,325 | $32.5M |
| Oak Root LLC | 4.35% | Reduce -3.2% | 63,183 | $32.5M |
| Mitchell McLeod Pugh & Williams Inc. | 6.66% | Add +2.4% | 62,646 | $32.2M |
| Legacy Financial Group LLC | 4.94% | Reduce -7.9% | 62,547 | $32.1M |
| Plancorp, LLC | 1.27% | Add +0.7% | 62,417 | $32.1M |
| Aufman Associates Inc | 22.04% | Reduce -3.0% | 62,391 | $32.1M |
| Evercore Wealth Management, LLC | 0.51% | Add +4.8% | 61,331 | $31.5M |
| Carolinas Wealth Consulting LLC | 6.77% | Add +1.2% | 61,228 | $31.5M |
| Sfm, LLC | 23.04% | Add +0.8% | 60,973 | $31.3M |
| University of Chicago | 47.39% | No change | 60,891 | $31.3M |
| Sage Financial Group Inc. | 2.52% | Add +0.1% | 60,832 | $31.3M |
| R. W. Roge & Company, Inc. | 17.05% | Reduce -2.3% | 60,559 | $31.1M |
| Clifford Group, LLC | 28.65% | Add +8.8% | 59,676 | $30.7M |
| Nan Shan Life Insurance Co., Ltd. | 0.72% | Add +36.1% | 59,559 | $30.6M |
| AlphaCore Capital LLC | 2.60% | New | 59,504 | $30.6M |
| Leavell Investment Management, Inc. | 1.51% | Add +2.3% | 59,460 | $30.6M |
| Boyd Wealth Management, LLC | 15.21% | Reduce -25.7% | 59,398 | $30.5M |
| Financial Management Professionals, Inc. | 3.88% | Add +4.2% | 59,166 | $30.4M |
| Fulton Bank, N.A. | 1.22% | Add +8.7% | 58,984 | $30.3M |
| St. Louis Trust Co | 4.39% | Add +17.1% | 58,959 | $30.3M |
| Jackson Wealth Management, LLC | 3.68% | Reduce -55.2% | 58,900 | $30.3M |
| Aurelius Family Office LLC | 15.34% | Add +0.4% | 58,838 | $30.2M |
| Howland Capital Management LLC | 1.34% | Add +66.5% | 58,622 | $30.1M |
| Claro Advisors Inc. | 4.02% | Add +4.3% | 58,441 | $30.0M |
| Intelligent Financial Strategies | 15.30% | Reduce -2.8% | 57,072 | $29.3M |
| Legacy PCG, LLC | 20.64% | Reduce -1.5% | 56,949 | $29.3M |
| Cynosure Group, LLC | 4.03% | Add +49.6% | 56,875 | $29.2M |
| Securian Asset Management, Inc. | 0.89% | Reduce -4.7% | 56,858 | $29.2M |
| BCS Wealth Management | 7.50% | Add +11.1% | 56,735 | $29.2M |
| Integral Investment Advisors, Inc. | 9.29% | Add +8.6% | 56,648 | $29.1M |
| Crestwood Advisors Group, LLC | 0.55% | Add +5.0% | 56,553 | $29.1M |
| Topsail Wealth Management, LLC | 5.91% | Add +0.1% | 56,529 | $29.1M |
| Atlas Legacy Advisors, LLC | 7.37% | Add +110.6% | 56,466 | $29.0M |
| Diversify Advisory Services, LLC | 1.81% | Reduce -1.6% | 56,929 | $29.0M |
| BBR Partners, LLC | 2.04% | Add +0.1% | 56,197 | $28.9M |
| Bear Mountain Capital, Inc. | 11.13% | Add +5.8% | 56,509 | $28.8M |
| Trek Financial, LLC | 2.05% | Reduce -20.9% | 55,192 | $28.4M |
| Boston Family Office LLC | 2.00% | Add +25.3% | 54,992 | $28.3M |
| Cordgrass Capital Advisors, LLC | 8.06% | Add +2.3% | 54,870 | $28.2M |
| Basso Capital Management, L.P. | 23.92% | Add +8.8% | 54,672 | $28.1M |
| Landmark Wealth Management, Inc. | 13.40% | Add +720.5% | 54,654 | $28.1M |
| Fidelis Capital Partners, LLC | 2.98% | Add +69.4% | 55,477 | $28.1M |
| Synovus Financial Corp. | 0.36% | Reduce -6.4% | 54,585 | $28.1M |
| Stratos Wealth Advisors, LLC | 1.53% | Add +8.0% | 54,263 | $27.9M |
| Royal Fund Management, LLC | 3.31% | Add +2.5% | 53,655 | $27.8M |
| IFG Advisory, LLC | 1.53% | Reduce -9.1% | 53,877 | $27.7M |
| QRG Capital Management, Inc. | 0.29% | Add +3.8% | 53,731 | $27.6M |
| Curated Wealth Partners LLC | 3.56% | Add +10.3% | 53,493 | $27.5M |
| Rareview Capital LLC | 17.36% | Add +106.7% | 53,312 | $27.4M |
| Oxler Private Wealth LLC | 9.52% | Add +0.3% | 52,733 | $27.1M |
| Meridian Financial Partners LLC | 13.71% | Reduce -4.7% | 52,587 | $27.0M |
| Parsons Capital Management Inc. | 1.47% | Add +2.1% | 52,464 | $27.0M |
| Charter Oak Capital Management, LLC | 2.47% | Reduce -6.6% | 52,408 | $26.9M |
| Foundations Investment Advisors, LLC | 0.50% | Reduce -4.1% | 52,337 | $26.9M |
| National Bank of Canada | 0.03% | Reduce -51.9% | 52,106 | $26.8M |
| Canton Hathaway, LLC | 5.40% | Add +0.0% | 51,970 | $26.7M |
| Applied Capital LLC | 13.09% | Add +9.0% | 51,914 | $26.7M |
| GenWealth Group, Inc. | 5.87% | Add +2.4% | 51,809 | $26.6M |
| Spire Wealth Management | 0.85% | Add +61.1% | 51,739 | $26.6M |
| Johnson Investment Counsel Inc. | 0.26% | Add +11.3% | 51,555 | $26.5M |
| Focus Financial Network, Inc. | 1.07% | Add +0.2% | 51,159 | $26.3M |
| PFG Advisors | 1.46% | Add +2.5% | 50,920 | $26.2M |
| Trust Co. of Vermont | 1.30% | Add +21.7% | 50,552 | $26.0M |
| Cullen/Frost Bankers, Inc. | 0.36% | Add +1.7% | 50,238 | $25.8M |
| Aspire Capital Advisors LLC | 7.68% | Reduce -18.7% | 50,100 | $25.7M |
| EverSource Wealth Advisors, LLC | 1.41% | Reduce -11.6% | 50,011 | $25.7M |
| TRB Advisors LP | 12.18% | Reduce -92.3% | 50,000 | $25.7M |
| Sandy Cove Advisors, LLC | 10.30% | Add +2.5% | 49,913 | $25.7M |
| Brooklyn FI, LLC | 7.89% | Add +1.0% | 45,137 | $25.6M |
| Diana Davis Spencer Foundation | 8.87% | No change | 49,675 | $25.5M |
| Woodside Wealth Management LLC | 23.58% | — | 49,495 | $25.4M |
| Journey Beyond Wealth, LLC | 23.77% | Add +3.0% | 49,491 | $25.4M |
| Trust Co of the South | 5.30% | Reduce -5.0% | 49,365 | $25.4M |
| Tompkins Financial Corp. | 2.42% | Add +13.9% | 49,258 | $25.3M |
| Baker Tilly Wealth Management, LLC | 9.92% | Add +7.1% | 49,217 | $25.3M |
| EnRich Financial Partners LLC | 8.49% | Reduce -3.1% | 49,215 | $25.3M |
| Bowman & Co S.C. | 12.45% | Add +31.5% | 49,066 | $25.2M |
| Belpointe Asset Management LLC | 1.31% | Add +14.9% | 48,938 | $25.2M |
| Beacon Harbor Wealth Advisors, Inc. | 5.84% | Reduce -33.6% | 48,897 | $25.1M |
| Level Four Advisory Services, LLC | 1.03% | Reduce -12.1% | 48,772 | $25.1M |
| Thompson Siegel & Walmsley LLC | 0.42% | Reduce -6.0% | 48,672 | $25.0M |
| Van Eck Associates Corp. | 0.03% | Reduce -4.3% | 48,358 | $24.9M |
| Venture Visionary Partners LLC | 1.04% | Add +8.0% | 48,315 | $24.8M |
| Factory Mutual Insurance Co. | 0.29% | New | 48,200 | $24.8M |
| First Financial Corp. | 11.95% | Add +1.5% | 48,118 | $24.7M |
| Wealth Group Ltd | 7.18% | Add +6.4% | 47,690 | $24.5M |
| PKO Investment Management Joint-Stock Co | 2.77% | Add +5.5% | 47,558 | $24.4M |
| Canerector Inc. | 18.81% | No change | 45,000 | $24.2M |
| First Citizens Bank & Trust Co. | 0.61% | Add +0.2% | 46,860 | $24.1M |
| NewEdge Wealth, LLC | 0.44% | Add +45.0% | 46,812 | $24.1M |
| First National Bank Sioux Falls | 9.71% | Reduce -2.3% | 46,691 | $24.0M |
| Passaic Partners LLC | 3.62% | Add +38.4% | 46,457 | $23.9M |
| Promus Capital, LLC | 18.07% | Add +0.6% | 46,358 | $23.8M |
| KilterHowling LLC | 15.37% | Add +3.5% | 45,789 | $23.8M |
| Unconventional Investor, LLC | 14.04% | Add +5.9% | 46,216 | $23.8M |
| First Merchants Corp. | 0.95% | Add +2.0% | 46,169 | $23.7M |
| Fairway Wealth LLC | 8.66% | Add +24.7% | 45,600 | $23.4M |
| First National Bank of Omaha | 1.60% | Reduce -7.8% | 45,592 | $23.4M |
| SOA Wealth Advisors, LLC. | 4.88% | Reduce -15.1% | 45,485 | $23.4M |
| Ade, LLC | 13.33% | Add +1.4% | 45,022 | $23.1M |
| Avidian Wealth Enterprises, LLC | 1.03% | Add +1.4% | 44,997 | $23.1M |
| Argent Trust Co | 0.95% | Add +3.2% | 44,988 | $23.1M |
| VestGen Advisors, LLC | 1.05% | — | 44,865 | $23.1M |
| Marshall Financial Group Inc. | 7.23% | Add +27.6% | 44,731 | $23.0M |
| Southeast Asset Advisors, LLC | 2.81% | Add +3.4% | 44,664 | $23.0M |
| Transform Wealth, LLC | 1.39% | Reduce -8.6% | 44,559 | $22.9M |
| Romano Brothers and Company | 2.95% | Add +2.1% | 44,432 | $22.8M |
| Clark Financial Services Group Inc. | 15.76% | Reduce -10.0% | 44,274 | $22.8M |
| CreativeOne Wealth, LLC | 0.68% | Add +82.9% | 44,165 | $22.7M |
| Integrated Advisors Network LLC | 1.15% | Add +6.7% | 44,127 | $22.7M |
| Manchester Capital Management LLC | 2.78% | Reduce -1.2% | 44,000 | $22.6M |
| Whittier Trust Co. of Nevada Inc. | 0.57% | Reduce -0.6% | 43,984 | $22.6M |
| CWS Financial Advisors, LLC | 7.12% | Add +3.0% | 43,862 | $22.5M |
| Kathleen S. Wright Associates Inc. | 9.31% | Add +12.8% | 43,831 | $22.5M |
| Sequoia Financial Advisors, LLC | 0.17% | Add +14.5% | 43,822 | $22.5M |
| UNIVEST FINANCIAL Corp | 1.47% | Reduce -2.1% | 43,754 | $22.5M |
| Baltimore-Washington Financial Advisors, Inc. | 1.21% | Reduce -0.3% | 43,734 | $22.5M |
| Omega Advisors (Leon Cooperman) | 0.89% | No change | 43,593 | $22.4M |
| High Net Worth Advisory Group LLC | 6.27% | Add +5.0% | 43,251 | $22.2M |
| Matrix Trust Co | 3.74% | Reduce -0.4% | 43,181 | $22.2M |
| Williams Jones Wealth Management, LLC. | 0.28% | Reduce -0.3% | 42,980 | $22.1M |
| Greenbush Financial Group, LLC | 10.98% | Add +5.5% | 42,960 | $22.1M |
| American Century Companies Inc. | 0.01% | Add +4.6% | 42,900 | $22.0M |
| IFP Advisors, Inc | 0.68% | Reduce -6.8% | 42,825 | $22.0M |
| CM Wealth Advisors LLC | 7.03% | Reduce -0.4% | 42,779 | $22.0M |
| Retirement Wealth Solutions LLC | 17.63% | Reduce -5.2% | 42,523 | $21.9M |
| Verum Partners LLC | 5.90% | Add +12.0% | 42,523 | $21.9M |
| Advisory Services Network, LLC | 0.42% | Add +14.8% | 42,118 | $21.6M |
| Stuart Investment Advisors, Inc. | 12.16% | Reduce -0.4% | 41,903 | $21.5M |
| Members Advisory Group LLC | 8.98% | Add +8.6% | 41,791 | $21.5M |
| Strategent Financial, LLC | 19.29% | Add +7.9% | 41,464 | $21.3M |
| Waldron Private Wealth LLC | 1.00% | Add +14.4% | 41,271 | $21.2M |
| Cascades Capital Asset Management, LLC | 11.68% | Reduce -7.2% | 41,192 | $21.2M |
| North Star Investment Management Corp. | 1.54% | Add +3.5% | 41,137 | $21.1M |
| First Bank & Trust | 4.09% | Add +25.7% | 41,113 | $21.1M |
| Eq LLC | 9.84% | Add +2.8% | 41,015 | $21.1M |
| RFG Advisory, LLC | 0.57% | Reduce -27.1% | 41,008 | $21.1M |
| Tritonpoint Wealth, LLC | 2.00% | Reduce -0.6% | 40,968 | $21.1M |
| Three Bridge Wealth Advisors, LLC | 7.32% | Add +0.1% | 40,946 | $21.0M |
| Evanson Asset Management, LLC | 1.49% | Reduce -7.9% | 40,875 | $21.0M |
| Rational Advisors, Inc. | 2.20% | Reduce -0.7% | 40,833 | $21.0M |
| M.D. Sass, LLC | 1.85% | Reduce -68.8% | 40,830 | $21.0M |
| Freedom Financial Partners LLC | 9.76% | Reduce -1.9% | 40,792 | $21.0M |
| Bryant Woods Investment Advisors, LLC | 10.03% | Add +4.9% | 40,572 | $20.9M |
| CVA Family Office, LLC | 3.19% | Add +3.4% | 40,488 | $20.8M |
| Fsa Wealth Partners, Inc. | 7.86% | Reduce -23.3% | 40,451 | $20.8M |
| Certus Wealth Management, LLC | 14.02% | Reduce -4.2% | 38,546 | $20.7M |
| Exencial Wealth Advisors, LLC | 0.77% | Reduce -1.2% | 40,128 | $20.6M |
| Benchmark Wealth Management, LLC | 9.98% | Add +6.0% | 40,123 | $20.6M |
| Sensible Financial Planning & Management, LLC. | 4.11% | Add +3.2% | 40,097 | $20.6M |
| Core Wealth Advisors, Inc. | 6.56% | Reduce -3.3% | 40,096 | $20.6M |
| Naples Global Advisors, LLC | 1.94% | Add +2.0% | 39,829 | $20.5M |
| First Command Advisory Services, Inc. | 0.20% | Reduce -0.4% | 39,818 | $20.5M |
| Fairscale Capital, LLC | 18.47% | Add +3.1% | 39,795 | $20.5M |
| Barings LLC | 0.52% | Reduce -24.4% | 39,721 | $20.4M |
| Family Office Research LLC | 9.94% | Add +7.8% | 39,698 | $20.4M |
| Kingswood Wealth Advisors, LLC | 1.86% | Reduce -3.3% | 39,638 | $20.4M |
| Parallel Advisors, LLC | 0.46% | Add +6.8% | 39,582 | $20.3M |
| Verdence Capital Advisors LLC | 1.55% | Reduce -0.9% | 39,538 | $20.3M |
| Conning Inc. | 0.75% | Reduce -0.9% | 39,435 | $20.3M |
| Plan Group Financial, LLC | 7.20% | Add +30.1% | 39,248 | $20.2M |
| Base Wealth Management LLC | 15.26% | — | 38,973 | $20.0M |
| Apexium Financial, LP | 1.19% | Add +8.3% | 38,945 | $20.0M |
| Rialto Wealth Management, LLC | 6.28% | Reduce -0.2% | 38,929 | $20.0M |
| Sound View Wealth Advisors Group, LLC | 1.64% | Reduce -2.0% | 38,856 | $20.0M |
| Ogorek Anthony Joseph /NY/ | 6.53% | Add +0.3% | 38,607 | $19.8M |
| Boston Trust Walden Corp | 0.14% | Add +60.9% | 38,499 | $19.8M |
| Park Presidio Capital LLC | 4.92% | New | 38,186 | $19.6M |
| Beaumont Financial Advisors, LLC | 1.54% | Reduce -2.9% | 38,176 | $19.6M |
| O'Connor Financial Group LLC | 10.19% | Add +10.1% | 38,146 | $19.6M |
| Asset Allocation & Management Company, LLC | 9.92% | Add +15.4% | 38,134 | $19.6M |
| First National Trust Co | 0.78% | Add +6.0% | 37,793 | $19.4M |
| Montag A & Associates Inc. | 0.97% | Add +3.8% | 37,683 | $19.4M |
| Synergy Investment Management, LLC | 8.05% | Add +7.8% | 37,509 | $19.3M |
| TrueWealth Financial Partners | 11.62% | Add +25.5% | 37,440 | $19.2M |
| Stonegate Investment Group, LLC | 0.51% | Add +5.9% | 37,343 | $19.2M |
| Riverpoint Wealth Management Holdings, LLC | 4.95% | Reduce -0.9% | 37,302 | $19.2M |
| Cornerstone Wealth Group, LLC | 1.59% | Add +0.2% | 37,251 | $19.1M |
| Ameritas Advisory Services, LLC | 0.77% | Reduce -39.1% | 36,201 | $19.1M |
| 1834 Investment Advisors Co. | 2.45% | Add +15.2% | 36,882 | $19.0M |
| Lakeshore Financial Planning, Inc. | 7.88% | Reduce -0.2% | 36,803 | $18.9M |
| waypoint wealth counsel | 11.87% | Add +5.9% | 36,765 | $18.9M |
| Heritage Wealth Advisors | 0.96% | Add +416.9% | 36,724 | $18.9M |
| Tsfg, LLC | 3.85% | Add +11.8% | 36,642 | $18.8M |
| Joel Isaacson & Co., LLC | 0.85% | Add +4.1% | 36,640 | $18.8M |
| Secure Asset Management, LLC | 3.77% | Reduce -71.2% | 36,370 | $18.7M |
| Tradewinds Capital Management, LLC | 5.01% | Add +1241.6% | 36,345 | $18.7M |
| Guardian Financial Partners, LLC | 8.94% | Reduce -4.9% | 36,343 | $18.7M |
| Brighton Jones LLC | 0.60% | Add +4.8% | 36,180 | $18.6M |
| Great Valley Advisor Group, Inc. | 0.40% | Reduce -21.0% | 36,132 | $18.6M |
| Wheelhouse Advisory Group LLC | 10.57% | Add +2.4% | 36,029 | $18.5M |
| Cary Street Partners Financial LLC | 0.58% | Add +11.9% | 36,026 | $18.5M |
| Ashton Thomas Securities, LLC | 5.14% | Reduce -19.1% | 36,019 | $18.5M |
| Arkadios Wealth Advisors | 0.70% | Reduce -14.3% | 35,821 | $18.4M |
| Victory Financial Group, LLC | 3.53% | Reduce -7.6% | 36,574 | $18.4M |
| Tower Research Capital LLC (TRC) | 0.54% | New | 35,404 | $18.3M |
| Moulton Wealth Management, Inc. | 13.92% | Add +2.5% | 35,515 | $18.3M |
| Joel Adams & Associates, Inc. | 16.41% | Reduce -2.0% | 35,492 | $18.2M |
| Scarborough Advisors, LLC | 2.60% | Reduce -34.4% | 35,491 | $18.2M |
| Pinnacle Bancorp, Inc. | 5.91% | Reduce -0.5% | 35,271 | $18.1M |
| TruWealth Advisors, LLC | 1.09% | Add +0.6% | 35,270 | $18.1M |
| Burney Co./ | 0.66% | Add +9.3% | 35,240 | $18.1M |
| Spectrum Investment Advisors, Inc. | 11.65% | Reduce -0.4% | 35,123 | $18.0M |
| Harbor Advisory Corp. | 6.05% | Reduce -1.5% | 35,066 | $18.0M |
| MKT Advisors LLC | 8.43% | Reduce -1.3% | 38,767 | $18.0M |
| Fort Vancouver Investment Management, LLC | 13.77% | Reduce -0.1% | 34,921 | $17.9M |
| Signal Tree Financial Partners LLC | 17.81% | Add +15.1% | 34,558 | $17.8M |
| Highline Wealth Partners LLC | 5.98% | Add +0.5% | 34,532 | $17.7M |
| T. Rowe Price Associates Inc. | 0.00% | Add +41.5% | 34,464 | $17.7M |
| Northstar Group, Inc. | 3.00% | Add +4.2% | 34,405 | $17.7M |
| Quotient Wealth Partners, LLC | 0.56% | Reduce -9.9% | 34,180 | $17.6M |
| TFB Advisors LLC | 5.05% | Add +0.2% | 34,131 | $17.5M |
| Arete Wealth Advisors, LLC | 1.34% | Reduce -51.2% | 34,117 | $17.5M |
| Kovack Advisors, Inc. | 1.85% | Add +25.8% | 33,940 | $17.4M |
| Farmers & Merchants Investments Inc. | 0.55% | Reduce -1.1% | 33,936 | $17.4M |
| Elios Financial Group Inc. | 8.59% | Add +1.1% | 33,876 | $17.4M |
| Virtue Capital Management, LLC | 2.01% | Add +6.1% | 33,469 | $17.2M |
| Blue Square Asset Management, LLC | 9.25% | Add +2.9% | 33,429 | $17.2M |
| Twin Focus Capital Partners, LLC | 2.67% | Add +3.7% | 33,420 | $17.2M |
| Diversify Wealth Management, LLC | 1.27% | Add +0.1% | 33,691 | $17.2M |
| Braun Stacey Associates Inc. | 0.70% | Add +14.5% | 33,205 | $17.1M |
| Brave Asset Management Inc. | 5.35% | Reduce -0.1% | 33,132 | $17.0M |
| Kohmann Bosshard Financial Services, LLC | 2.01% | Add +16.9% | 32,177 | $17.0M |
| Keystone Financial Group | 1.73% | Reduce -2.3% | 32,828 | $17.0M |
| Y.D. More Investments Ltd | 1.48% | Add +0.5% | 32,930 | $16.9M |
| Focus Partners Advisor Solutions, LLC | 0.26% | Add +15.3% | 32,873 | $16.9M |
| Amundi | 0.01% | Reduce -1.4% | 33,546 | $16.9M |
| Triad Wealth Partners, LLC | 5.23% | Reduce -12.5% | 32,732 | $16.8M |
| FineMark National Bank & Trust | 0.61% | Add +2.2% | 32,501 | $16.7M |
| Ballentine Capital Advisors, Inc | 8.47% | Add +0.6% | 32,473 | $16.7M |
| Park Avenue Securities LLC | 0.20% | Add +20.1% | 32,463 | $16.7M |
| Blackston Financial Advisory Group, LLC | 11.30% | Reduce -5.6% | 32,398 | $16.6M |
| Smith Anglin Financial, LLC | 1.76% | Add +7.8% | 32,308 | $16.6M |
| Smith Shellnut Wilson LLC | 7.51% | Add +6.6% | 31,878 | $16.4M |
| Vicus Capital | 1.52% | Add +0.4% | 31,867 | $16.4M |
| Abacus Planning Group, Inc. | 2.86% | Reduce -0.8% | 31,719 | $16.3M |
| Ethos Financial Group, LLC | 1.56% | Add +0.6% | 30,548 | $16.3M |
| Toronto Dominion Bank | 0.04% | Reduce -0.8% | 31,588 | $16.2M |
| Delta Wealth Advisors LLC | 14.70% | Add +5.0% | 31,512 | $16.2M |
| Valtrion Capital Management, LLC | 21.81% | New | 31,476 | $16.2M |
| Lanham O'Dell & Company, Inc. | 9.35% | Reduce -0.9% | 31,398 | $16.1M |
| Dodds Wealth, LLC | 5.25% | Add +6.2% | 31,357 | $16.1M |
| FWG Investments, LLC. | 18.73% | Reduce -3.0% | 31,066 | $16.0M |
| Mandatum Life Insurance Co Ltd | 4.90% | Add +21.1% | 31,042 | $16.0M |
| Westmount Partners, LLC | 4.86% | Add +15.5% | 31,030 | $15.9M |
| Thoroughbred Financial Services, LLC | 0.99% | Add +6.0% | 30,996 | $15.9M |
| BluePointe Capital Management, LLC | 6.05% | Add +57.1% | 30,886 | $15.9M |
| Madden Advisory Services, Inc. | 7.37% | Add +0.5% | 30,786 | $15.8M |
| Caliber Wealth Management, LLC / KS | 2.15% | — | 30,702 | $15.8M |
| Capital Investment Advisors, LLC | 0.31% | Add +7.3% | 30,630 | $15.7M |
| Carnegie Investment Counsel | 0.37% | Add +4.8% | 33,750 | $15.7M |
| Ascent Group, LLC | 0.67% | Add +166.4% | 30,472 | $15.7M |
| Gutierrez Wealth Advisory, LLC | 12.71% | Add +0.2% | 30,464 | $15.7M |
| Graypoint LLC | 0.98% | Add +0.2% | 30,424 | $15.6M |
| Peak Financial Management, Inc. | 4.67% | Reduce -7.5% | 30,312 | $15.6M |
| Payden & Rygel | 1.33% | New | 30,153 | $15.5M |
| WoodTrust Financial Corp | 2.16% | Add +281.5% | 30,068 | $15.5M |
| Lodestar Private Asset Management LLC | 1.94% | Add +2.4% | 30,021 | $15.4M |
| Evergreen Capital Management LLC | 0.52% | Add +18.6% | 30,001 | $15.4M |
| Motley Fool Wealth Management, LLC | 0.91% | Reduce -45.9% | 29,993 | $15.4M |
| Capital City Trust Co. | 4.21% | Reduce -0.4% | 29,867 | $15.3M |
| Wesbanco Bank Inc. | 0.53% | Reduce -8.7% | 29,867 | $15.3M |
| Baker Ellis Asset Management LLC | 2.21% | Reduce -2.9% | 29,784 | $15.3M |
| Alamar Capital Management, LLC | 9.10% | Reduce -8.3% | 29,775 | $15.3M |
| Bleakley Financial Group, LLC | 0.49% | Reduce -1.3% | 29,708 | $15.3M |
| Envision Financial LLC | 11.47% | Add +11.7% | 29,618 | $15.2M |
| Bridges Investment Management Inc. | 0.22% | Reduce -0.2% | 29,533 | $15.2M |
| Marcum Wealth, LLC | 1.31% | Add +1.6% | 29,530 | $15.2M |
| Haverford Trust Co | 0.15% | Add +7.1% | 29,464 | $15.1M |
| Ironsides Asset Advisors, LLC | 4.44% | Add +0.1% | 29,436 | $15.1M |
| Philadelphia Trust Co. | 1.29% | Add +0.1% | 29,273 | $15.0M |
| Lowery Thomas, LLC | 10.28% | Add +1.2% | 29,244 | $15.0M |
| Helium Advisors LLC | 10.93% | Add +4.8% | 29,231 | $15.0M |
| SageView Advisory Group, LLC | 0.64% | Add +3.9% | 29,223 | $15.0M |
| WNY Asset Management, LLC | 1.78% | Reduce -8.9% | 29,167 | $15.0M |
| Global Assets Advisory, LLC | 2.81% | Add +203.5% | 30,430 | $14.9M |
| Florida Financial Advisors, LLC | 5.86% | Add +0.1% | 28,957 | $14.9M |
| Mgo One Seven LLC | 0.58% | Add +0.6% | 28,863 | $14.8M |
| Avory & Company, LLC | 9.78% | No change | 28,810 | $14.8M |
| GWN Securities Inc. | 0.83% | Add +580.9% | 27,638 | $14.8M |
| Caerus Investment Advisors, LLC | 14.24% | Add +2.1% | 28,736 | $14.8M |
| FourThought Financial Partners, LLC | 1.54% | Add +5.4% | 28,602 | $14.7M |
| Glenview Trust Co | 0.28% | Reduce -2.5% | 28,507 | $14.7M |
| Dorsey & Whitney Trust CO LLC | 0.85% | Add +7.3% | 28,506 | $14.6M |
| Battery Global Advisors, LLC | 8.17% | No change | 28,486 | $14.6M |
| Curbstone Financial Management Corp | 3.08% | Reduce -1.1% | 28,420 | $14.6M |
| Meridian Wealth Management, LLC | 0.71% | Reduce -2.8% | 28,406 | $14.6M |
| Walkner Condon Financial Advisors LLC | 2.95% | Reduce -0.6% | 28,371 | $14.6M |
| Cordatus Wealth Management LLC | 3.99% | Add +203.0% | 28,325 | $14.6M |
| One Capital Management, LLC | 0.49% | Reduce -9.9% | 28,233 | $14.5M |
| Centricity Wealth Management, LLC | 13.14% | Add +1.8% | 28,164 | $14.5M |
| Roth Financial Partners LLC | 5.66% | Reduce -0.9% | 27,864 | $14.3M |
| Gibson Wealth Advisors LLC | 11.40% | Reduce -4.8% | 27,642 | $14.2M |
| FSB Premier Wealth Management, Inc. | 5.53% | Reduce -6.6% | 27,587 | $14.2M |
| Adero Partners, LLC | 0.93% | Add +2.9% | 27,530 | $14.1M |
| Arista Wealth Management, LLC | 3.42% | Add +1.3% | 27,462 | $14.1M |
| Element Pointe Advisors, LLC | 3.43% | Reduce -0.3% | 27,447 | $14.1M |
| Modera Wealth Management, LLC | 0.19% | Add +0.1% | 27,442 | $14.1M |
| Financial Engines Advisors L.L.C. | 0.03% | Reduce -10.9% | 27,395 | $14.1M |
| Brown Brothers Harriman & Co. | 0.10% | Add +5.6% | 27,290 | $14.0M |
| Moisand Fitzgerald Tamayo, LLC | 1.94% | Reduce -5.2% | 27,250 | $14.0M |
| Security Financial Services, INC. | 2.77% | Reduce -1.5% | 27,200 | $14.0M |
| Bryn Mawr Trust Advisors, LLC | 0.83% | Reduce -0.2% | 27,049 | $13.9M |
| Balentine LLC | 0.58% | Reduce -0.7% | 26,871 | $13.8M |
| Investment Counsel Co. of Nevada | 31.31% | Reduce -4.4% | 26,794 | $13.8M |
| Davidson Kahn Capital Management, LLC | 10.56% | Add +84.0% | 26,579 | $13.7M |
| Abound Wealth Management | 4.54% | Add +4.9% | 26,442 | $13.6M |
| Dynamic Advisor Solutions LLC | 0.45% | New | 26,403 | $13.6M |
| Allianz SE | 0.36% | Add +212.5% | 26,364 | $13.5M |
| Americana Partners, LLC | 0.52% | Reduce -12.7% | 26,277 | $13.5M |
| Migdal Insurance & Financial Holdings Ltd. | 0.19% | Add +10.4% | 26,143 | $13.4M |
| Retirement Systems of Alabama | 0.05% | Reduce -19.6% | 26,132 | $13.4M |
| Nicholson Wealth Management Group, LLC | 8.79% | Reduce -2.1% | 26,062 | $13.4M |
| Pachira Investments Inc. | 9.36% | Reduce -13.9% | 26,065 | $13.3M |
| LBMC Investment Advisors, LLC | 1.04% | Reduce -2.0% | 25,898 | $13.3M |
| Berger Financial Group, Inc | 0.92% | Add +1.1% | 25,873 | $13.3M |
| Sachem Hill LLC | 2.60% | Reduce -4.3% | 25,778 | $13.2M |
| Apella Capital, LLC | 0.45% | Add +188.3% | 26,491 | $13.2M |
| CORDA Investment Management, LLC. | 1.05% | Add +0.4% | 25,718 | $13.2M |
| Prosperity Wealth Management, Inc. | 6.21% | Reduce -36.6% | 25,684 | $13.2M |
| Silvercrest Asset Management Group LLC | 0.09% | Add +38.0% | 25,641 | $13.2M |
| Sendero Wealth Management, LLC | 1.83% | Reduce -2.3% | 25,616 | $13.2M |
| First American Bank | 0.97% | Add +12.6% | 25,550 | $13.1M |
| Atlatl Advisers LLC | 8.53% | Add +3.9% | 25,533 | $13.1M |
| Zuckerman Investment Group, LLC | 1.40% | Add +2.0% | 25,457 | $13.1M |
| Bangor Savings Bank | 1.23% | Reduce -0.5% | 25,380 | $13.0M |
| DeDora Capital, Inc. | 3.75% | Reduce -4.5% | 25,350 | $13.0M |
| Parkside Advisors LLC | 3.11% | Reduce -1.9% | 25,097 | $12.9M |
| IHT Wealth Management, LLC | 0.40% | Reduce -3.1% | 25,009 | $12.9M |
| Independent Financial Group, LLC | 0.44% | Add +1.0% | 24,984 | $12.8M |
| Everett Harris & Co. | 0.16% | Reduce -14.6% | 24,889 | $12.8M |
| Western Wealth Management, LLC | 0.85% | Reduce -10.2% | 24,886 | $12.8M |
| U.S. Capital Wealth Advisors, LLC | 0.39% | Reduce -15.2% | 24,879 | $12.8M |
| WorthPointe, LLC | 5.83% | Reduce -4.9% | 24,866 | $12.8M |
| B. Riley Wealth Advisors, Inc. | 0.39% | Reduce -1.5% | 24,857 | $12.8M |
| Global Endowment Management, LP | 1.66% | Add +5.0% | 24,784 | $12.7M |
| Wetzel Investment Advisors, Inc. | 6.42% | Add +1.8% | 24,655 | $12.7M |
| Traction Financial Partners, LLC | 9.85% | Reduce -3.1% | 24,554 | $12.6M |
| Strategic Financial Concepts, LLC | 2.37% | Add +9.2% | 24,553 | $12.6M |
| N.E.W. Advisory Services LLC | 0.96% | Add +19.1% | 24,473 | $12.6M |
| SOL Capital Management CO | 1.39% | Add +25.9% | 24,462 | $12.6M |
| Traphagen Investment Advisors LLC | 1.30% | Add +0.1% | 24,210 | $12.4M |
| Armstrong Advisory Group, Inc. | 0.99% | No change | 23,010 | $12.4M |
| Running Point Capital Advisors, LLC | 3.93% | Add +0.4% | 24,116 | $12.4M |
| Charis Legacy Partners, LLC | 23.44% | Add +25.7% | 24,091 | $12.4M |
| Peachtree Investment Partners, LLC | 4.89% | Reduce -25.7% | 24,091 | $12.4M |
| Waterloo Capital, L.P. | 1.15% | Reduce -5.6% | 24,056 | $12.4M |
| Gainplan LLC | 8.04% | Reduce -9.8% | 24,015 | $12.3M |
| Visionary Wealth Advisors | 0.73% | Add +14.7% | 23,772 | $12.2M |
| Legacy Advisors, LLC | 1.26% | Add +9.6% | 23,764 | $12.2M |
| Ofc Financial Planning, LLC | 13.75% | Reduce -1.5% | 23,641 | $12.1M |
| Mittelman Wealth Management | 10.96% | Reduce -4.7% | 23,631 | $12.1M |
| Sapient Capital LLC | 0.24% | Add +15.8% | 23,589 | $12.1M |
| Nicolet Advisory Services, LLC | 1.20% | Reduce -8.0% | 25,089 | $12.1M |
| Alexander Labrunerie & Co., Inc. | 5.29% | Reduce -7.3% | 23,506 | $12.1M |
| Washington Trust Advisors, Inc. | 1.07% | Reduce -0.4% | 23,376 | $12.0M |
| McClarren Financial Advisors, Inc. | 7.91% | New | 30,595 | $12.0M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1.81% | Add +10.6% | 23,252 | $11.9M |
| Rockwood Wealth Management, LLC | 1.21% | Add +27.0% | 23,029 | $11.8M |
| ArchPoint Investors | 3.89% | Add +6.2% | 23,007 | $11.8M |
| Flagship Harbor Advisors, LLC | 0.62% | Add +8.9% | 22,988 | $11.8M |
| Main Street Financial Solutions, LLC | 1.02% | Add +28.3% | 22,893 | $11.8M |
| Parkside Financial Bank & Trust | 1.50% | Add +4.0% | 22,885 | $11.8M |
| Elm Partners Management LLC | 0.76% | Reduce -39.9% | 22,872 | $11.8M |
| Stelac Advisory Services LLC | 4.83% | Add +2.9% | 22,800 | $11.7M |
| Cozad Asset Management Inc. | 1.17% | Add +12.0% | 22,769 | $11.7M |
| Baron Silver Stevens Financial Advisors, LLC | 2.04% | Reduce -4.2% | 22,741 | $11.7M |
| Climber Capital SA | 9.19% | Add +1.5% | 27,260 | $11.7M |
| Good Life Advisors, LLC | 0.82% | Reduce -11.9% | 22,709 | $11.7M |
| Snowden Capital Advisors LLC | 0.37% | Add +0.6% | 22,470 | $11.5M |
| Ingalls & Snyder LLC | 0.38% | Add +285.9% | 22,452 | $11.5M |
| Laurel Wealth Planning LLC | 7.65% | Add +11.3% | 22,396 | $11.5M |
| Matrix Asset Advisors Inc. | 1.27% | Add +11.2% | 22,355 | $11.5M |
| Axxcess Wealth Management, LLC | 0.31% | Add +60.9% | 22,321 | $11.5M |
| Van Strum & Towne Inc. | 3.85% | Reduce -7.3% | 22,283 | $11.5M |
| Nicolet Bankshares Inc. | 2.30% | Add +26.4% | 22,280 | $11.4M |
| GAM Holding AG | 0.89% | No change | 22,250 | $11.4M |
| Empowered Funds, LLC | 0.16% | Add +443.8% | 22,209 | $11.4M |
| Community Bank, N.A. | 1.53% | Add +918.3% | 22,178 | $11.4M |
| Vested Financial Planning, LLC | 11.38% | Add +1.4% | 22,159 | $11.4M |
| Sharkey, Howes & Javer | 1.63% | Reduce -14.1% | 22,151 | $11.4M |
| Rossmore Private Capital | 1.39% | Reduce -7.9% | 21,999 | $11.3M |
| Aspire Growth Partners LLC | 10.02% | Add +18.8% | 21,902 | $11.3M |
| Ategra Capital Management, LLC | 9.13% | No change | 21,974 | $11.3M |
| SouthState Bank Corp | 0.51% | Add +57518.4% | 21,895 | $11.3M |
| Professional Financial Advisors, LLC | 2.85% | Add +0.1% | 21,835 | $11.2M |
| Coyle Financial Counsel LLC | 3.40% | Reduce -3.1% | 21,683 | $11.1M |
| Resonant Capital Advisors, LLC | 0.78% | Reduce -1.3% | 21,652 | $11.1M |
| Flower City Capital | 7.26% | Reduce -1.2% | 21,544 | $11.1M |
| Orser Capital Management, LLC | 8.03% | Reduce -4.2% | 21,291 | $10.9M |
| Roehl & Yi Investment Advisors, LLC | 5.93% | Add +3.6% | 126,669 | $10.9M |
| AdvisorNet Financial, Inc | 0.81% | Add +16.4% | 21,210 | $10.9M |
| Fort Sheridan Advisors LLC | 1.65% | Add +1.6% | 21,164 | $10.9M |
| Mendel Capital Management LLC | 6.58% | Add +4.7% | 21,144 | $10.9M |
| Integrity Alliance, Llc. | 0.43% | Add +150.3% | 21,126 | $10.9M |
| Hudson Bay Capital Management LP | 0.08% | New | 21,050 | $10.8M |
| Patriot Financial Group Insurance Agency, LLC | 1.44% | Add +16.9% | 20,912 | $10.7M |
| LS Investment Advisors, LLC | 1.65% | Reduce -3.5% | 20,906 | $10.7M |
| McNaughton Wealth Management, LLC | 5.21% | New | 20,886 | $10.7M |
| Advisor Resource Council | 0.87% | New | 20,868 | $10.7M |
| Eagle Strategies LLC | 1.85% | Add +134.8% | 20,740 | $10.7M |
| Sowell Financial Services LLC | 0.48% | Add +14.5% | 20,719 | $10.6M |
| Prospera Capital Management, LLC | 6.86% | Add +1.1% | 20,696 | $10.6M |
| Sivia Capital Partners, LLC | 4.96% | Add +0.6% | 20,694 | $10.6M |
| Eight 31 Financial, LLC | 6.81% | Reduce -9.7% | 20,642 | $10.6M |
| Wealthspire Retirement, LLC | 0.84% | Add +7.7% | 20,525 | $10.5M |
| Sumitomo Life Insurance Co. | 0.38% | Reduce -59.4% | 20,500 | $10.5M |
| Future Financial Wealth Managment LLC | 7.72% | Add +19.4% | 20,485 | $10.5M |
| Legacy Private Trust Co. | 0.72% | Add +1.5% | 20,457 | $10.5M |
| Lloyd Advisory Services, LLC. | 5.28% | Reduce -3.6% | 20,443 | $10.5M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.27% | Add +41.0% | 20,433 | $10.5M |
| Freestate Advisors LLC | 10.40% | Add +39.7% | 20,389 | $10.5M |
| Nottingham Advisors, Inc. | 1.60% | Add +1525.6% | 20,352 | $10.5M |
| Whittier Trust Co. | 0.15% | Reduce -0.2% | 20,326 | $10.4M |
| Two Sigma Investments, LP | 0.02% | Reduce -76.6% | 20,300 | $10.4M |
| YANKCOM Partnership | 5.71% | Add +0.4% | 20,209 | $10.4M |
| Connecticut Wealth Management, LLC | 0.54% | New | 20,189 | $10.4M |
| Bison Wealth, LLC | 0.97% | Add +4.4% | 20,176 | $10.4M |
| KWB Wealth | 1.24% | Reduce -2.1% | 19,143 | $10.3M |
| Weil Company, Inc. | 3.08% | Reduce -5.1% | 20,065 | $10.3M |
| Cannell & Spears LLC | 0.22% | Add +1.6% | 20,045 | $10.3M |
| Adams Wealth Management | 2.02% | Reduce -7.8% | 20,043 | $10.3M |
| CacheTech Inc. | 2.01% | Reduce -7.8% | 20,043 | $10.3M |
| Fiduciary Advisors, Inc. | 10.08% | Add +2.2% | 19,879 | $10.2M |
| Facet Wealth, Inc. | 0.26% | Reduce -6.9% | 19,696 | $10.2M |
| Trinity Financial Advisors LLC | 3.67% | Add +23.3% | 20,619 | $10.2M |
| Schneider Downs Wealth Management Advisors, LP | 1.84% | Add +1.1% | 19,814 | $10.2M |
| Wellington Shields Capital Management, LLC | 1.85% | Add +65.8% | 19,802 | $10.2M |
| Insigneo Advisory Services, LLC | 1.05% | Add +12.1% | 19,783 | $10.2M |
| Beacon Bridge Wealth Partners, LLC | 4.32% | Reduce -0.2% | 19,718 | $10.1M |
| Harbor Investment Advisory, LLC | 0.98% | Add +0.3% | 19,612 | $10.1M |
| Bishop & Co Investment Management, LLC | 3.90% | Add +9.8% | 19,601 | $10.1M |
| BTC Capital Management, Inc. | 0.92% | Add +129.7% | 19,522 | $10.0M |
| Enclave Advisors LLC | 1.71% | Add +12.6% | 19,477 | $10.0M |
| Prosperitas Financial LLC | 5.17% | Reduce -7.3% | 19,442 | $10.0M |
| Centaurus Financial, Inc. | 0.60% | Add +25.4% | 19,430 | $10.0M |
| MMBG Investment Advisors Co. | 1.13% | Add +42.8% | 19,419 | $10.0M |
| Viewpoint Capital Management LLC | 5.37% | Add +6.9% | 19,410 | $10.0M |
| MetLife Investment Management, LLC | 0.05% | New | 19,392 | $10.0M |
| Verus Wealth Management, LLC | 10.91% | Add +9.6% | 19,384 | $10.0M |
| Evolution Wealth Advisors, LLC | 1.66% | Reduce -1.2% | 19,350 | $9.9M |
| Intellus Advisors LLC | 1.73% | Add +3.8% | 19,322 | $9.9M |
| Golden Road Advisors LLC | 7.75% | Add +2.4% | 19,311 | $9.9M |
| CSM Advisors, LLC | 0.54% | Reduce -0.4% | 19,250 | $9.9M |
| TD Capital Management LLC | 1.00% | Add +4.8% | 19,229 | $9.9M |
| Hikari Power Ltd | 0.78% | No change | 19,200 | $9.9M |
| Crumly & Associates Inc. | 2.72% | Reduce -10.0% | 19,140 | $9.8M |
| Family CFO Inc | 5.39% | Add +2.6% | 19,121 | $9.8M |
| Schear Investment Advisers, LLC | 5.65% | Reduce -26.4% | 19,078 | $9.8M |
| Stanley-Laman Group, Ltd. | 1.51% | Reduce -48.2% | 19,035 | $9.8M |
| BancFirst Trust & Investment Management | 4.89% | Reduce -7.0% | 19,123 | $9.8M |
| Pullen Investment Management, LLC | 6.14% | Add +5.0% | 18,933 | $9.7M |
| Nuveen, LLC | 0.00% | — | 18,883 | $9.7M |
| F/m Investments LLC | 0.39% | Add +0.3% | 18,881 | $9.7M |
| Cobblestone Capital Advisors LLC | 0.53% | Add +7.3% | 18,857 | $9.7M |
| Autumn Glory Partners, LLC | 4.81% | Add +14.0% | 18,841 | $9.7M |
| Hickory Asset Management, Inc. | 8.59% | Reduce -2.6% | 18,812 | $9.7M |
| Csenge Advisory Group | 0.54% | Reduce -0.9% | 19,836 | $9.6M |
| Stonehage Fleming Financial Services Holdings Ltd | 0.34% | Add +7.1% | 18,650 | $9.6M |
| GM Advisory Group, LLC | 0.52% | Add +2.2% | 18,604 | $9.6M |
| McMorgan & Co. LLC | 1.53% | Reduce -82.6% | 18,599 | $9.6M |
| First Horizon Advisors, Inc. | 0.27% | Reduce -23.9% | 18,543 | $9.5M |
| Qube Research & Technologies Ltd | 0.01% | Add +90.4% | 18,348 | $9.4M |
| First Financial Bankshares Inc | 0.20% | Reduce -68.7% | 18,250 | $9.4M |
| International Assets Investment Management, LLC | 0.82% | Add +10.8% | 18,176 | $9.3M |
| Jordan Park Group LLC | 0.68% | No change | 18,173 | $9.3M |
| Segall Bryant & Hamill, LLC | 0.14% | Reduce -34.3% | 18,146 | $9.3M |
| Flow Traders U.S. LLC | 0.39% | Add +258.6% | 18,127 | $9.3M |
| Bridgewater Advisors Inc. | 0.81% | Add +0.8% | 18,279 | $9.3M |
| Clark Capital Management Group, Inc. | 0.07% | Add +1.7% | 18,117 | $9.3M |
| New England Private Wealth Advisors LLC | 1.44% | Add +2.2% | 18,082 | $9.3M |
| Dakota Wealth Management | 0.22% | Add +0.2% | 18,027 | $9.3M |
| Jane Street Group, LLC | 0.02% | Reduce -5.2% | 17,987 | $9.2M |
| Breakwater Capital Group | 1.65% | Add +36.7% | 17,965 | $9.2M |
| Clifford Swan Investment Counsel LLC | 0.34% | Add +6.5% | 17,820 | $9.2M |
| Disciplina Capital Management LLC | 1.33% | No change | 17,819 | $9.2M |
| Pilgrim Partners Asia Pte Ltd | 8.68% | Add +35.5% | 17,815 | $9.2M |
| First United Bank & Trust | 3.41% | Add +0.6% | 17,783 | $9.1M |
| Smith, Moore & Co. | 0.85% | Reduce -1.4% | 17,760 | $9.1M |
| Sunbeam Capital Management, LLC | 8.68% | Add +18.1% | 17,740 | $9.1M |
| Websterrogers Financial Advisors, LLC | 3.10% | Reduce -0.8% | 17,648 | $9.1M |
| Certified Advisory Corp | 1.03% | Add +7.1% | 17,614 | $9.1M |
| Hyperion Capital Advisors LP | 4.93% | New | 17,609 | $9.0M |
| Traveka Wealth, LLC | 5.06% | Reduce -4.0% | 17,566 | $9.0M |
| Stock Yards Bank & Trust Co. | 0.32% | Add +7.8% | 17,554 | $9.0M |
| Pinnacle Associates Ltd. | 0.13% | Add +2.3% | 17,551 | $9.0M |
| Seeds Investor LLC | 2.53% | Add +15.0% | 17,539 | $9.0M |
| McCollum Christoferson Group LLC | 2.75% | Add +15.2% | 17,537 | $9.0M |
| Smartleaf Asset Management LLC | 0.87% | Add +13.0% | 17,623 | $9.0M |
| State Farm Mutual Automobile Insurance Co. | 0.01% | Add +434.9% | 17,497 | $9.0M |
| Flputnam Investment Management Co. | 0.17% | Add +24.4% | 17,488 | $9.0M |
| New England Asset Management Inc. | 1.51% | Add +6.5% | 17,300 | $8.9M |
| Patten & Patten Inc. | 0.59% | Add +14.6% | 17,278 | $8.9M |
| Landaas & Co. /Wi | 2.45% | Add +11.7% | 17,261 | $8.9M |
| Ridgecrest Wealth Partners, LLC | 4.64% | Add +14.1% | 17,243 | $8.9M |
| Center For Asset Management LLC | 5.40% | Add +55.1% | 17,178 | $8.8M |
| Sentry Investment Management LLC | 5.98% | New | 19,021 | $8.8M |
| Five Pine Wealth Management | 7.17% | Reduce -17.3% | 17,136 | $8.8M |
| Sumitomo Mitsui Financial Group, Inc. | 0.16% | Reduce -97.7% | 17,136 | $8.8M |
| Perissos Private Wealth Management, LLC | 8.02% | Reduce -31.5% | 17,130 | $8.8M |
| Sunburst Financial Group, LLC | 2.16% | Reduce -0.5% | 17,090 | $8.8M |
| Kingdom Financial Group LLC. | 6.43% | Reduce -2.8% | 17,081 | $8.8M |
| Stephen J. Garry & Associates, LLC | 8.19% | Add +3.0% | 17,038 | $8.8M |
| Pine Valley Investments Ltd Liability Co | 0.56% | Add +13.4% | 17,010 | $8.7M |
| InTrack Investment Management Inc | 7.92% | Reduce -6.2% | 16,975 | $8.7M |
| Avity Investment Management Inc. | 0.70% | Add +121.5% | 16,934 | $8.7M |
| Prasad Wealth Partners, LLC | 2.84% | Add +9.4% | 16,930 | $8.7M |
| Private Trust Co. NA | 0.89% | Add +6.2% | 16,888 | $8.7M |
| FSA Advisors, Inc. | 6.87% | Add +235.2% | 16,848 | $8.7M |
| Marble Harbor Investment Counsel, LLC | 0.97% | Reduce -11.0% | 16,846 | $8.7M |
| LifePlan Investment Advisors, Inc. | 4.98% | Reduce -11.6% | 16,841 | $8.7M |
| Serenus Wealth Advisors, LLC | 1.44% | Add +4.6% | 18,672 | $8.6M |
| KPP Advisory Services LLC | 1.64% | Add +170.8% | 16,800 | $8.6M |
| Mission Wealth Management, LP | 0.22% | Add +2.6% | 16,737 | $8.6M |
| White Lighthouse Investment Management Inc. | 1.53% | Add +1.3% | 16,715 | $8.6M |
| Navis Wealth Advisors, LLC | 8.40% | No change | 16,650 | $8.6M |
| Sage Financial Management Group, Inc. | 3.10% | Reduce -1.1% | 16,641 | $8.6M |
| Rockland Trust Co. | 0.43% | Reduce -2.7% | 16,634 | $8.5M |
| Aspen Grove Capital, LLC | 1.64% | Add +11.2% | 16,581 | $8.5M |
| Courier Capital LLC | 0.56% | Reduce -12.6% | 16,532 | $8.5M |
| Tudor Financial Inc. | 5.09% | Reduce -1.1% | 16,491 | $8.5M |
| Fonville Wealth Management LLC | 2.49% | Add +80.6% | 16,426 | $8.4M |
| Bradley Foster & Sargent Inc. | 0.14% | Add +11.1% | 16,385 | $8.4M |
| NavPoint Financial, Inc. | 5.91% | Reduce -0.7% | 16,340 | $8.4M |
| West Bancorporation Inc. | 5.67% | Reduce -0.3% | 16,240 | $8.3M |
| Discipline Wealth Solutions, LLC | 3.96% | Reduce -8.9% | 16,155 | $8.3M |
| Leith Wheeler Investment Counsel Ltd. | 0.58% | Reduce -3.3% | 16,137 | $8.3M |
| Thrive Wealth Management, LLC | 1.58% | Reduce -7.0% | 16,127 | $8.3M |
| BridgePort Financial Solutions, LLC | 3.73% | Add +0.1% | 16,075 | $8.3M |
| Factor Wealth Management LTD | 2.54% | Add +10.4% | 16,063 | $8.3M |
| Whitaker-Myers Wealth Managers, LTD. | 2.31% | Add +10.2% | 16,025 | $8.2M |
| Principal Securities, Inc. | 0.18% | No change | 15,268 | $8.2M |
| HUB Investment Partners, LLC | 0.33% | Reduce -74.0% | 16,007 | $8.2M |
| YHB Investment Advisors, Inc. | 0.69% | Add +33.4% | 15,980 | $8.2M |
| W1M Asset Management Ltd | 0.70% | Reduce -48.4% | 15,975 | $8.2M |
| Lazard Asset Management LLC | 0.01% | Add +1.4% | 15,903 | $8.2M |
| Atlanta Consulting Group Advisors, LLC | 2.39% | Add +426.9% | 15,903 | $8.2M |
| Semmax Financial Advisors Inc. | 2.21% | Reduce -2.5% | 15,719 | $8.2M |
| Benjamin Edwards Inc. | 0.11% | Add +9.7% | 15,858 | $8.1M |
| Pitcairn Co. | 0.49% | No change | 15,834 | $8.1M |
| NORTHSTAR ASSET MANAGEMENT Co | 1.96% | Add +8.2% | 15,822 | $8.1M |
| Ameriflex Group, Inc. | 3.32% | Add +8.8% | 15,812 | $8.1M |
| Alta Advisers Ltd | 3.45% | Reduce -1.2% | 15,782 | $8.1M |
| Traynor Capital Management, Inc. | 0.69% | Add +10.1% | 15,780 | $8.1M |
| Empower Advisory Group, LLC | 0.03% | Reduce -3.8% | 15,686 | $8.1M |
| Rothschild Investment LLC | 0.54% | Reduce -2.5% | 15,640 | $8.0M |
| ICONIQ Capital, LLC | 0.14% | Add +0.2% | 15,624 | $8.0M |
| GC Wealth Management RIA, LLC | 1.47% | Reduce -1.5% | 15,540 | $8.0M |
| Citizens Business Bank | 1.73% | Add +29.2% | 15,500 | $8.0M |
| Ayalon Insurance Comp Ltd. | 2.57% | Reduce -9.9% | 15,495 | $8.0M |
| Balance Wealth Partners LLC | 5.14% | — | 15,391 | $7.9M |
| Regal Investment Advisors LLC | 0.64% | Add +5.2% | 15,369 | $7.9M |
| NBT Bank, N.A. | 0.57% | Add +3.1% | 15,353 | $7.9M |
| Trilogy Capital Inc. | 0.41% | Add +1.0% | 15,350 | $7.9M |
| Braun-Bostich & Associates Inc. | 5.83% | Reduce -38.9% | 15,321 | $7.9M |
| Uptick Partners, LLC | 2.66% | Add +10.5% | 15,302 | $7.9M |
| Red Cedar Investment Management, LLC | 1.09% | Reduce -13.9% | 15,282 | $7.9M |
| Westfuller Advisors, LLC | 5.24% | Add +2.7% | 15,279 | $7.9M |
| Asset Planning Corporation | 4.63% | Add +5.6% | 15,273 | $7.8M |
| Crewe Advisors LLC | 1.10% | Reduce -40.2% | 15,261 | $7.8M |
| Magnus Financial Group LLC | 0.76% | Add +9.4% | 15,243 | $7.8M |
| Bremer Bank National Association | 1.39% | No change | 15,205 | $7.8M |
| Red Door Wealth Management, LLC | 1.16% | Add +129.9% | 15,185 | $7.8M |
| Defined Wealth Management, LLC | 5.24% | Reduce -14.1% | 15,179 | $7.8M |
| Allegiance Financial Group Advisory Services LLC | 2.37% | Reduce -8.9% | 15,162 | $7.8M |
| Embree Financial Group | 1.30% | Reduce -0.6% | 15,158 | $7.8M |
| Greenwich Wealth Management LLC | 0.59% | Add +0.4% | 15,071 | $7.7M |
| Global Financial Private Client, LLC | 2.95% | Add +8.3% | 15,037 | $7.7M |
| Canvas Wealth Advisors, LLC | 1.98% | Add +33.3% | 15,940 | $7.7M |
| Marshall Financial Group, LLC | 1.68% | New | 14,978 | $7.7M |
| Harel Insurance Investments & Financial Services Ltd. | 0.10% | Add +118.2% | 15,042 | $7.7M |
| Chevy Chase Trust Holdings, LLC | 0.02% | Add +4.8% | 14,921 | $7.7M |
| Marotta Asset Management | 1.49% | Add +3.8% | 14,422 | $7.6M |
| Kestra Investment Management, LLC | 0.15% | Add +202.3% | 14,763 | $7.6M |
| Collective Family Office LLC | 2.04% | Reduce -4.7% | 14,652 | $7.5M |
| Vectors Research Management, LLC | 2.63% | Reduce -19.4% | 14,621 | $7.5M |
| Sax Wealth Advisors, LLC | 0.54% | Add +45.0% | 14,587 | $7.5M |
| Duncan Williams Asset Management, LLC | 2.70% | Add +2.6% | 14,563 | $7.5M |
| LaSalle St. Investment Advisors, LLC | 1.76% | Add +7.0% | 14,516 | $7.5M |
| Belvedere Trading LLC | 0.65% | Add +423.4% | 14,510 | $7.5M |
| Greenhouse Wealth Management, LLC | 5.57% | Reduce -18.0% | 14,521 | $7.5M |
| Independent Family Office, LLC | 3.91% | Reduce -0.6% | 14,448 | $7.4M |
| Independence Bank of Kentucky | 1.16% | Add +0.9% | 14,406 | $7.4M |
| Florida Trust Wealth Management Co | 0.24% | Reduce -0.2% | 14,400 | $7.4M |
| Keystone Wealth Services, LLC | 2.00% | Add +5.8% | 14,380 | $7.4M |
| KDT Advisors, LLC | 10.85% | Add +14.7% | 14,365 | $7.4M |
| Columbus Macro, LLC | 0.97% | Reduce -0.1% | 14,362 | $7.4M |
| Kitching Partners, LLC | 8.50% | Add +49.1% | 14,339 | $7.4M |
| SeaCrest Wealth Management, LLC | 0.83% | Add +3.3% | 14,309 | $7.4M |
| Creative Financial Designs Inc. | 0.58% | Add +0.6% | 14,212 | $7.3M |
| Activest Wealth Management | 1.96% | Reduce -26.0% | 14,190 | $7.3M |
| Relyea Zuckerberg Hanson LLC | 0.98% | Add +1.4% | 14,147 | $7.3M |
| Luminvest Wealth Management LLC | 2.99% | Reduce -15.3% | 14,105 | $7.2M |
| Parthenon LLC | 0.89% | Reduce -0.7% | 14,063 | $7.2M |
| DF Dent & Co. Inc. | 0.10% | No change | 14,037 | $7.2M |
| Bank of New Hampshire | 1.87% | Add +34.6% | 13,935 | $7.2M |
| Waller Financial Planning Group, Inc. | 2.01% | Reduce -10.7% | 13,933 | $7.2M |
| Peak Asset Management, LLC | 1.36% | Reduce -0.1% | 13,902 | $7.1M |
| Sageworth Trust Co of South Dakota | 8.58% | Add +21.9% | 13,887 | $7.1M |
| Kera Capital Partners, Inc. | 2.12% | Reduce -1.3% | 13,875 | $7.1M |
| Sequent Asset Management, LLC | 3.96% | Reduce -8.0% | 13,842 | $7.1M |
| CRA Financial Services, LLC | 1.22% | Add +33.4% | 13,838 | $7.1M |
| North Star Asset Management Inc. | 0.32% | Add +4.2% | 13,827 | $7.1M |
| Peak Retirement Planning, Inc. | 3.94% | Add +8.5% | 13,802 | $7.1M |
| Bawa N Mallick Trust | 3.36% | No change | 13,801 | $7.1M |
| Coppell Advisory Solutions LLC | 0.98% | Add +1.2% | 13,876 | $7.1M |
| Midland Wealth Advisors, LLC | 0.41% | Reduce -5.0% | 13,708 | $7.0M |
| Journey Strategic Wealth LLC | 0.25% | Add +12.1% | 13,697 | $7.0M |
| Tidal Investments LLC | 0.06% | Reduce -30.7% | 13,690 | $7.0M |
| RW Investment Management LLC | 0.86% | Add +43.5% | 13,669 | $7.0M |
| Dana Investment Advisors, Inc. | 0.25% | Reduce -5.2% | 13,601 | $7.0M |
| Canal Capital Management, LLC | 1.17% | Reduce -12.1% | 13,600 | $7.0M |
| Safeguard Investment Advisory Group, LLC | 1.90% | Add +14.6% | 13,564 | $7.0M |
| Newman Dignan & Sheerar, Inc. | 1.90% | Add +6.4% | 13,522 | $6.9M |
| Monetta Financial Services Inc. | 6.14% | No change | 13,500 | $6.9M |
| Alpha Cubed Investments, LLC | 0.31% | Reduce -18.9% | 13,489 | $6.9M |
| Legacy Capital Wealth Partners, LLC | 1.70% | Reduce -7.7% | 13,485 | $6.9M |
| Wealth Watch Advisors, INC | 5.63% | Reduce -13.1% | 13,483 | $6.9M |
| Financial Enhancement Group LLC | 1.08% | Add +17.9% | 14,262 | $6.9M |
| Vanguard Personalized Indexing Management, LLC | 0.10% | Add +48.0% | 13,434 | $6.9M |
| Victrix Investment Advisors | 3.63% | New | 13,716 | $6.9M |
| Connable Office Inc. | 0.73% | Reduce -2.0% | 13,428 | $6.9M |
| Transcend Capital Advisors, LLC | 0.49% | Add +8.3% | 13,352 | $6.9M |
| Hudock, Inc. | 1.20% | Reduce -0.3% | 13,333 | $6.9M |
| SP Asset Management LLC | 0.60% | Add +8.5% | 13,321 | $6.8M |
| CWA Asset Management Group, LLC | 0.33% | Add +1.0% | 13,259 | $6.8M |
| Continuum Advisory, LLC | 0.88% | Add +22.7% | 13,252 | $6.8M |
| Chicago Capital, LLC | 0.19% | Add +1.0% | 13,246 | $6.8M |
| Bollard Group LLC | 0.18% | Add +0.3% | 13,218 | $6.8M |
| MorganRosel Wealth Management, LLC | 2.06% | Add +45.8% | 13,204 | $6.8M |
| Soundwatch Capital LLC | 3.09% | Reduce -40.9% | 13,189 | $6.8M |
| Better Money Decisions, LLC | 4.52% | Reduce -8.2% | 13,182 | $6.8M |
| Pallas Capital Advisors LLC | 0.28% | Add +0.5% | 13,165 | $6.8M |
| Precedent Wealth Partners, LLC | 1.87% | Add +28.6% | 13,129 | $6.7M |
| Quest 10 Wealth Builders, Inc. | 7.20% | Reduce -1.7% | 12,986 | $6.7M |
| DMKC Advisory Services, LLC | 6.05% | Reduce -2.1% | 13,064 | $6.7M |
| Nomura Asset Management Co. Ltd. | 0.02% | Reduce -11.3% | 13,050 | $6.7M |
| Staley Capital Advisers Inc. | 0.30% | Add +129.5% | 12,969 | $6.7M |
| L.M. Kohn & Company | 1.73% | Add +14.2% | 12,888 | $6.6M |
| Cypress Point Wealth Management, LLC | 2.10% | Reduce -21.6% | 12,871 | $6.6M |
| Cypress Wealth Services, LLC | 1.34% | Reduce -0.2% | 12,812 | $6.6M |
| Hilltop Holdings Inc. | 0.41% | Reduce -7.8% | 12,774 | $6.6M |
| Summit Financial Strategies, Inc. | 0.66% | Add +7.2% | 12,767 | $6.6M |
| Denver PWM, LLC | 2.36% | Reduce -33.4% | 12,766 | $6.6M |
| Lindbrook Capital, LLC | 0.60% | Add +2.1% | 12,748 | $6.6M |
| Genus Capital Management Inc. | 0.95% | — | 12,702 | $6.5M |
| BSW Wealth Partners | 0.99% | Add +5.0% | 12,647 | $6.5M |
| Pettyjohn, Wood & White, Inc. | 1.24% | Add +5.0% | 12,618 | $6.5M |
| Oxford Financial Group, LTD. LLC | 0.45% | Add +5.9% | 12,537 | $6.4M |
| Warner Financial, Inc. | 2.85% | Reduce -3.1% | 12,522 | $6.4M |
| Hills Bank & Trust Co | 0.45% | Add +2.1% | 12,513 | $6.4M |
| Searcy Financial Services Inc. | 2.78% | Add +7.7% | 12,510 | $6.4M |
| Birch Financial Group, LLC | 5.73% | Add +166.7% | 12,509 | $6.4M |
| Lion Street Advisors, LLC | 2.04% | Add +12.8% | 12,504 | $6.4M |
| TRUE Private Wealth Advisors | 0.78% | Reduce -9.7% | 12,456 | $6.4M |
| Landing Point Financial Group, LLC | 4.85% | Reduce -7.3% | 12,435 | $6.4M |
| Trust Point Inc. | 0.58% | Add +3.0% | 12,429 | $6.4M |
| Coastline Trust Co | 0.79% | Reduce -19.4% | 12,421 | $6.4M |
| Northstar Asset Management Inc. | 1.89% | Reduce -16.2% | 12,405 | $6.4M |
| Ashton Thomas Private Wealth, LLC | 0.24% | Reduce -7.0% | 12,377 | $6.4M |
| Seven Mile Advisory | 4.24% | Add +2.3% | 12,355 | $6.3M |
| Arax Advisory Partners | 0.41% | Add +70.4% | 12,310 | $6.3M |
| D'Orazio & Associates, Inc. | 0.96% | Add +0.1% | 12,285 | $6.3M |
| Stokes Family Office, LLC | 0.71% | Add +3.2% | 12,278 | $6.3M |
| GSG Advisors LLC | 2.07% | Add +4.0% | 12,619 | $6.3M |
| First Foundation Advisors | 0.26% | Reduce -15.4% | 12,245 | $6.3M |
| Cadence Bank | 0.45% | Reduce -2.0% | 12,244 | $6.3M |
| Saxony Capital Management, LLC | 5.51% | Add +66.0% | 12,210 | $6.3M |
| Capital Planning Advisors, LLC | 0.97% | Add +7.7% | 12,166 | $6.3M |
| Salem Investment Counselors Inc. | 0.22% | Add +1.8% | 12,138 | $6.2M |
| Jaffetilchin Investment Partners, LLC | 0.45% | Add +125.1% | 12,066 | $6.2M |
| Strategic Investment Solutions, Inc. | 1.80% | Add +50.5% | 12,039 | $6.2M |
| Centurion Wealth Management LLC | 1.94% | No change | 11,481 | $6.2M |
| Monterey Private Wealth, Inc. | 1.82% | Reduce -3.6% | 12,036 | $6.2M |
| Saiph Capital, LLC | 2.95% | Reduce -2.3% | 12,033 | $6.2M |
| Coerente Capital Management | 1.20% | Reduce -5.5% | 12,000 | $6.2M |
| LexAurum Advisors, LLC | 1.19% | Add +3.7% | 11,989 | $6.2M |
| Founders Grove Wealth Partners, LLC | 1.71% | Add +15.7% | 11,962 | $6.1M |
| American Investment Services, Inc. | 1.08% | Add +7.3% | 11,918 | $6.1M |
| Central Valley Advisors, LLC | 2.32% | Add +150.0% | 11,908 | $6.1M |
| Advocacy Wealth Management, LLC | 0.42% | Reduce -0.4% | 11,898 | $6.1M |
| Phoenix Financial Ltd. | 0.09% | Reduce -7.2% | 11,872 | $6.1M |
| PAX Financial Group, LLC | 1.08% | Reduce -5.6% | 11,855 | $6.1M |
| Sunpointe, LLC | 3.24% | Reduce -0.0% | 11,842 | $6.1M |
| Blue Bell Private Wealth Management, LLC | 1.15% | Add +8.6% | 11,840 | $6.1M |
| Glass Jacobson Investment Advisors llc | 1.98% | No change | 11,195 | $6.0M |
| C M Bidwell & Associates Ltd. | 3.60% | Add +1.0% | 11,650 | $6.0M |
| Forum Financial Management, LP | 0.10% | Add +39.0% | 11,650 | $6.0M |
| Long Run Wealth Advisors, LLC | 1.36% | Add +6.3% | 11,646 | $6.0M |
| Soltis Investment Advisors LLC | 0.53% | Add +2.3% | 11,577 | $5.9M |
| UMB Bank, n.a. | 0.10% | Add +27.8% | 11,556 | $5.9M |
| Annie E. Casey Foundation, Inc. | 7.99% | New | 11,514 | $5.9M |
| Cambridge Capital Management, LLC | 3.73% | Add +18.3% | 11,484 | $5.9M |
| Market Street Wealth Management Advisors LLC | 1.00% | Reduce -0.5% | 11,446 | $5.9M |
| Root Financial Partners, LLC | 0.63% | Add +38.1% | 11,433 | $5.9M |
| Brooks, Moore & Associates, Inc. | 3.30% | Add +23.4% | 11,394 | $5.9M |
| Waterfront Wealth Inc. | 1.43% | Add +5.6% | 11,392 | $5.9M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.06% | No change | 11,346 | $5.8M |
| First City Capital Management, Inc. | 3.51% | Add +2.0% | 11,378 | $5.8M |
| Reliant Wealth Planning | 2.65% | Reduce -6.5% | 11,323 | $5.8M |
| Primoris Wealth Advisors, LLC | 4.50% | Add +15.4% | 11,320 | $5.8M |
| Destination Wealth Management | 0.18% | Add +201.2% | 11,270 | $5.8M |
| Founders Financial Securities LLC | 0.49% | Reduce -28.9% | 11,418 | $5.8M |
| Flagstar Securities, Inc. | 1.48% | Reduce -0.3% | 11,234 | $5.8M |
| Vision Capital Management, Inc. | 0.83% | Reduce -3.2% | 11,214 | $5.8M |
| Mitchell Sinkler & Starr | 1.61% | Reduce -7.5% | 11,210 | $5.8M |
| Sound Income Strategies, LLC | 0.34% | Add +63.7% | 11,208 | $5.8M |
| Louisbourg Investments Inc. | 1.56% | Add +7.8% | 11,201 | $5.8M |
| Hoese & Co LLP | 4.98% | Reduce -1.2% | 11,186 | $5.7M |
| Pinnacle Wealth Management Advisory Group, LLC | 0.53% | Add +0.3% | 11,143 | $5.7M |
| Klingman & Associates, LLC | 0.35% | Add +24.4% | 11,130 | $5.7M |
| Mackenzie Financial Corp. | 0.01% | Add +15.4% | 11,125 | $5.7M |
| JFS Wealth Advisors, LLC | 0.39% | Add +5.0% | 11,082 | $5.7M |
| Tanager Wealth Management LLP | 0.74% | No change | 11,058 | $5.7M |
| Evelyn Partners Asset Management Ltd | 1.57% | Reduce -4.8% | 10,996 | $5.7M |
| BCGM Wealth Management, LLC | 1.74% | Reduce -3.2% | 10,991 | $5.6M |
| Fermata Advisors, LLC | 1.02% | Add +12.1% | 10,975 | $5.6M |
| Vista Investment Partners Ii, LLC | 3.11% | Reduce -0.3% | 10,956 | $5.6M |
| PFG Investments, LLC | 0.36% | Reduce -0.9% | 10,925 | $5.6M |
| Safeguard Financial, LLC | 1.23% | Reduce -4.1% | 10,923 | $5.6M |
| Hoxton Planning & Management, LLC | 2.13% | Add +2.3% | 10,886 | $5.6M |
| Masso Torrence Wealth Management Inc. | 2.97% | Add +2.3% | 10,811 | $5.6M |
| Luken Investment Analytics, LLC | 2.60% | Reduce -1.3% | 10,788 | $5.5M |
| Causey Wealth LLC | 3.09% | Add +148.6% | 10,743 | $5.5M |
| Becker Capital Management Inc. | 0.18% | Add +12.1% | 10,722 | $5.5M |
| Waters Parkerson & Co., LLC | 0.29% | Add +8.0% | 10,702 | $5.5M |
| 1900 Wealth Management LLC | 0.46% | Reduce -4.1% | 10,678 | $5.5M |
| Finward Bancorp | 4.75% | Add +1.1% | 10,662 | $5.5M |
| Family Wealth Partners, LLC | 2.50% | Reduce -2.1% | 10,650 | $5.5M |
| Certuity, LLC | 0.57% | Add +8.9% | 10,658 | $5.5M |
| Detalus Advisors, LLC | 1.72% | Add +0.0% | 10,639 | $5.5M |
| Partners in Financial Planning | 1.10% | Add +0.1% | 10,630 | $5.5M |
| Gries Financial LLC | 1.06% | Reduce -9.2% | 10,595 | $5.4M |
| Operose Advisors LLC | 1.80% | Add +56.1% | 10,589 | $5.4M |
| ERn Financial, LLC | 0.86% | Reduce -0.2% | 10,578 | $5.4M |
| Penobscot Wealth Management | 2.28% | Add +134.6% | 10,527 | $5.4M |
| Rockbridge Investment Management, LCC | 0.64% | Reduce -0.2% | 10,489 | $5.4M |
| McDonald Partners LLC | 1.40% | Add +0.4% | 10,479 | $5.4M |
| Mattern Capital Management, LLC | 0.69% | Add +0.1% | 10,477 | $5.4M |
| Reliant Investment Partners, LLC | 5.47% | Reduce -2.3% | 10,444 | $5.4M |
| Evernest Financial Advisors, LLC | 1.93% | Reduce -63.4% | 10,442 | $5.4M |
| Douglass Winthrop Advisors, LLC | 0.10% | Add +8.1% | 10,439 | $5.4M |
| Saxon Interests, Inc. | 2.51% | Reduce -3.3% | 10,428 | $5.4M |
| PGIM Custom Harvest LLC | 0.13% | Add +4.1% | 10,410 | $5.3M |
| Everest Private Wealth | 4.87% | Add +2.3% | 10,399 | $5.3M |
| Members Trust Co | 0.19% | Add +3.1% | 10,386 | $5.3M |
| Peregrine Asset Advisers, Inc. | 1.99% | Add +8.5% | 10,345 | $5.3M |
| Park National Corp. | 0.20% | Add +0.0% | 10,338 | $5.3M |
| West Michigan Advisors, LLC | 1.76% | Reduce -1.9% | 10,319 | $5.3M |
| Anchor Investment Management, LLC | 0.49% | Reduce -0.4% | 10,281 | $5.3M |
| Stegner Investment Associates Inc. | 3.68% | No change | 10,245 | $5.3M |
| Advisors Capital Management, LLC | 0.08% | Reduce -0.9% | 10,231 | $5.3M |
| Insight Advisors, LLC/ PA | 0.92% | Add +16.6% | 10,210 | $5.2M |
| Trust Co. of Oklahoma | 1.81% | Reduce -6.8% | 10,189 | $5.2M |
| ARS Wealth Advisors Group, LLC | 0.74% | Reduce -5.1% | 10,188 | $5.2M |
| United Advisor Group, LLC | 1.07% | Add +12.6% | 10,151 | $5.2M |
| Ascentis Independent Advisors | 1.03% | Add +4.5% | 10,151 | $5.2M |
| ZWJ Investment Counsel Inc. | 0.21% | Add +6.7% | 10,079 | $5.2M |
| Custos Family Office, LLC | 1.83% | Reduce -0.8% | 10,053 | $5.2M |
| Hutchens & Kramer Investment Management Group, LLC | 2.84% | Add +2.1% | 10,036 | $5.2M |
| Horizon Investments, LLC | 0.15% | Reduce -12.3% | 9,963 | $5.1M |
| Advisory Alpha, LLC | 0.17% | Add +6.6% | 9,960 | $5.1M |
| Raffa Wealth Management, LLC | 1.16% | Add +1.1% | 9,936 | $5.1M |
| Cidel Asset Management Inc. | 0.33% | No change | 9,906 | $5.1M |
| Omnia Family Wealth, LLC | 2.13% | Reduce -0.3% | 9,888 | $5.1M |
| Essex Bank | 1.24% | Add +3.4% | 9,783 | $5.0M |
| FDx Advisors, Inc. | 1.63% | Add +68.2% | 9,776 | $5.0M |
| Ignite Planners, LLC | 0.98% | Add +11.2% | 9,765 | $5.0M |
| Sigma Investment Counselors Inc. | 0.31% | Reduce -2.2% | 9,724 | $5.0M |
| Gouws Capital LLC | 3.26% | Reduce -0.3% | 9,707 | $5.0M |
| Prepared Retirement Institute LLC | 3.18% | Reduce -7.4% | 9,705 | $5.0M |
| Cutter & CO Brokerage, Inc. | 1.18% | Reduce -1.3% | 9,690 | $5.0M |
| Financial Advocates Investment Management | 0.35% | Add +2.7% | 9,659 | $5.0M |
| Bfsg, LLC | 0.60% | Reduce -2.0% | 9,629 | $4.9M |
| Vernal Point Advisors, LLC | 3.28% | No change | 9,628 | $4.9M |
| Nwam LLC | 0.43% | Reduce -16.6% | 9,623 | $4.9M |
| Platform Technology Partners | 1.44% | Add +84.6% | 9,618 | $4.9M |
| SMART Wealth LLC | 1.77% | Reduce -41.0% | 9,609 | $4.9M |
| Essex Financial Services, Inc. | 0.36% | Add +9.3% | 9,604 | $4.9M |
| Ariston Services Group | 4.12% | Add +3.1% | 9,591 | $4.9M |
| Balefire, LLC | 1.69% | Add +616.1% | 9,574 | $4.9M |
| ICW Investment Advisors LLC | 2.00% | Add +1.9% | 9,574 | $4.9M |
| Aegis Wealth Management LLC | 2.89% | Add +278.0% | 9,560 | $4.9M |
| Vista Capital Partners, Inc. | 0.59% | Reduce -0.9% | 9,443 | $4.9M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.15% | Reduce -0.9% | 9,441 | $4.9M |
| First American Trust, FSB | 0.44% | Reduce -9.5% | 9,382 | $4.8M |
| Christensen, King & Associates Investment Services, Inc. | 2.28% | Add +1.8% | 9,062 | $4.8M |
| Axis Wealth Partners, LLC | 3.55% | Add +11.1% | 9,346 | $4.8M |
| Single Point Partners, LLC | 1.13% | Reduce -4.7% | 9,332 | $4.8M |
| Moors & Cabot, Inc. | 0.24% | Add +6.0% | 9,326 | $4.8M |
| Wiser Advisor Group LLC | 7.08% | Reduce -2.6% | 9,325 | $4.8M |
| Quadcap Wealth Management, LLC | 0.69% | Reduce -0.4% | 9,307 | $4.8M |
| Milestone Asset Management Group, LLC | 4.32% | Add +10.3% | 9,305 | $4.8M |
| Generation Capital Management LLC | 4.30% | Add +6.0% | 9,294 | $4.8M |
| Blue Edge Capital, LLC | 0.77% | Add +0.3% | 9,275 | $4.8M |
| Heritage Trust Co | 0.58% | Add +0.5% | 9,272 | $4.8M |
| First Heartland Consultants, Inc. | 0.49% | Reduce -35.8% | 9,247 | $4.8M |
| WealthCare Investment Partners, LLC | 2.01% | Reduce -2.9% | 10,044 | $4.7M |
| Capital Wealth Management, LLC | 1.97% | Add +8.3% | 9,218 | $4.7M |
| Chris Bulman Inc | 2.98% | Add +55.0% | 9,193 | $4.7M |
| New Century Financial Group, LLC | 5.45% | Reduce -6.5% | 9,174 | $4.7M |
| Walter & Keenan Wealth Management LLC /in/ | 1.42% | Reduce -0.2% | 9,151 | $4.7M |
| Beacon Capital Management, LLC | 0.64% | Reduce -12.8% | 9,150 | $4.7M |
| Aaron Wealth Advisors LLC | 0.54% | Reduce -2.6% | 9,137 | $4.7M |
| Werba Rubin Papier Wealth Management | 1.02% | Reduce -9.3% | 9,086 | $4.7M |
| Hanover Advisors Inc. | 2.02% | Add +8.8% | 9,081 | $4.7M |
| Kinloch Capital, LLC | 2.23% | Reduce -9.9% | 9,066 | $4.7M |
| Ssa Swiss Advisors AG | 2.39% | — | 9,066 | $4.7M |
| My Personal CFO, LLC | 2.35% | Add +37.0% | 9,065 | $4.7M |
| Sulzberger Capital Advisors, Inc. | 6.12% | Reduce -25.8% | 9,060 | $4.7M |
| Marex Group Ltd | 0.09% | Add +128.7% | 9,051 | $4.7M |
| CPR Investments Inc. | 4.12% | Add +80.7% | 9,035 | $4.6M |
| Mayflower Financial Advisors, LLC | 0.71% | Add +7.5% | 9,033 | $4.6M |
| Gerber Kawasaki Wealth & Investment Management | 0.21% | Add +24.0% | 9,022 | $4.6M |
| Signaturefd, LLC | 0.09% | Add +10.4% | 8,999 | $4.6M |
| SRH Advisors, LLC | 1.43% | Add +0.2% | 8,996 | $4.6M |
| Signature Estate & Investment Advisors LLC | 0.12% | Add +1.4% | 8,989 | $4.6M |
| Menora Mivtachim Holdings LTD. | 0.03% | Reduce -98.3% | 8,987 | $4.6M |
| Hurley Capital, LLC | 3.47% | New | 8,910 | $4.6M |
| Spirepoint Private Client, LLC | 0.59% | Reduce -0.5% | 8,839 | $4.5M |
| JTC Employer Solutions Trustee Ltd | 0.37% | No change | 8,837 | $4.5M |
| M3 Advisory Group, LLC | 3.59% | Add +13.1% | 8,836 | $4.5M |
| Guidance Capital, Inc. | 1.39% | New | 8,721 | $4.5M |
| Legacy Financial Strategies, LLC | 0.99% | Add +2.3% | 8,834 | $4.5M |
| Burling Wealth Partners, LLC | 0.95% | Add +19.4% | 8,806 | $4.5M |
| PDS Planning, Inc | 0.38% | Add +6.6% | 8,803 | $4.5M |
| Bouchey Financial Group, Ltd. | 0.41% | Add +507.9% | 8,790 | $4.5M |
| Lanark Financial, Inc. | 0.39% | — | 8,783 | $4.5M |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 1.86% | Add +17.3% | 9,334 | $4.5M |
| Leo Wealth, LLC | 0.65% | Reduce -12.3% | 8,776 | $4.5M |
| Baldwin Investment Management, LLC | 0.54% | Reduce -0.4% | 8,764 | $4.5M |
| Ledgewood Wealth Advisors, LLC | 2.89% | Add +0.5% | 8,729 | $4.5M |
| IMG Wealth Management, Inc. | 4.02% | Add +1.8% | 8,707 | $4.5M |
| Arthur M. Cohen & Associates, LLC | 0.86% | Reduce -10.4% | 8,692 | $4.5M |
| Tyche Wealth Partners LLC | 0.97% | Add +2.8% | 8,691 | $4.5M |
| Signal Advisors Wealth, LLC | 0.44% | Add +8.6% | 8,680 | $4.5M |
| Fortis Capital Advisors, LLC | 0.90% | Add +211.7% | 8,613 | $4.4M |
| Pasadena Private Wealth, LLC | 0.85% | New | 8,576 | $4.4M |
| D.B. Root & Company, LLC | 1.42% | Reduce -8.1% | 8,553 | $4.4M |
| Midwest Financial Network, LLC | 4.38% | Add +3.7% | 8,540 | $4.4M |
| Atlas Capital Advisors Inc. | 0.55% | Reduce -3.4% | 8,525 | $4.4M |
| Grant/GrossMendelsohn, LLC | 2.43% | Add +1.0% | 8,629 | $4.4M |
| Yarger Wealth Strategies, LLC | 2.55% | Reduce -4.2% | 8,503 | $4.4M |
| McKinley Carter Wealth Services, Inc. | 0.27% | Add +60.3% | 8,501 | $4.4M |
| Whalerock Point Partners, LLC | 1.07% | No change | 8,493 | $4.4M |
| Obsidian Cio, LLC | 0.71% | Add +12.7% | 8,468 | $4.4M |
| True North Advisors, LLC | 0.77% | New | 8,467 | $4.4M |
| SeaBridge Investment Advisors LLC | 0.94% | Reduce -3.0% | 8,462 | $4.3M |
| TFO Wealth Partners, LLC | 0.86% | New | 8,428 | $4.3M |
| Comprehensive Financial Planning, Inc. | 4.21% | Add +3.9% | 8,422 | $4.3M |
| Bath Savings Trust Co | 0.45% | Add +6.2% | 8,413 | $4.3M |
| Black Diamond Financial, LLC | 0.65% | Add +1.6% | 8,408 | $4.3M |
| Modus Advisors, LLC | 1.41% | Reduce -2.5% | 8,381 | $4.3M |
| Foster Dykema Cabot & Partners, LLC | 0.34% | Reduce -3.5% | 8,356 | $4.3M |
| Well Done, LLC | 0.77% | Reduce -3.3% | 7,917 | $4.3M |
| Revolve Wealth Partners, LLC | 0.62% | Add +78.3% | 8,295 | $4.3M |
| Xcel Wealth Management, LLC | 1.33% | Add +0.1% | 8,263 | $4.2M |
| Debussy Capital Management LP | 0.68% | Add +1.3% | 8,249 | $4.2M |
| Legacy Edge Advisors, LLC | 0.66% | Reduce -1.7% | 8,201 | $4.2M |
| Clarity Capital Advisors, LLC | 2.77% | Reduce -0.0% | 8,200 | $4.2M |
| Phillips Wealth Planners LLC | 4.45% | Reduce -8.2% | 8,586 | $4.2M |
| Palisade Asset Management, LLC | 0.43% | Add +1.4% | 8,189 | $4.2M |
| Jacobi Capital Management LLC | 0.31% | Reduce -4.8% | 8,175 | $4.2M |
| DGS Capital Management, LLC | 1.11% | Reduce -0.4% | 8,173 | $4.2M |
| Calton & Associates, Inc. | 0.96% | Add +127.7% | 8,166 | $4.2M |
| Clarity Capital Partners LLC | 1.69% | Add +2.2% | 8,163 | $4.2M |
| Vantage Financial Partners, LLC | 1.04% | Reduce -19.3% | 8,160 | $4.2M |
| CFM Wealth Partners LLC | 0.74% | Add +0.2% | 8,154 | $4.2M |
| Fifth Third Wealth Advisors LLC | 0.22% | Add +5.0% | 8,134 | $4.2M |
| Cohen & Steers, Inc. | 0.01% | No change | 8,132 | $4.2M |
| Rf&l Wealth Management, LLC | 2.99% | Add +4.1% | 8,130 | $4.2M |
| RKL Wealth Management LLC | 0.39% | Reduce -9.7% | 8,096 | $4.2M |
| Boyd Watterson Asset Management LLC | 1.34% | Reduce -0.1% | 8,085 | $4.2M |
| Moss Adams Wealth Advisors LLC | 0.44% | Add +35.9% | 8,084 | $4.2M |
| MassMutual Private Wealth & Trust, FSB | 0.12% | Reduce -61.0% | 8,079 | $4.2M |
| Frisch Financial Group, Inc. | 1.16% | Add +0.1% | 8,068 | $4.1M |
| Aventura Private Wealth, LLC | 2.17% | Reduce -4.1% | 8,057 | $4.1M |
| Caldwell Trust Co | 0.44% | Add +1.1% | 8,047 | $4.1M |
| Next Capital Management LLC | 1.98% | Reduce -0.7% | 8,040 | $4.1M |
| Apollon Financial, LLC | 0.98% | Add +365.6% | 8,027 | $4.1M |
| 25 LLC | 1.70% | Add +0.8% | 8,018 | $4.1M |
| Edgestream Partners, L.P. | 0.14% | Add +10.6% | 8,011 | $4.1M |
| Cedar Wealth Management, LLC | 1.46% | Add +32.5% | 8,010 | $4.1M |
| Allie Family Office LLC | 2.25% | Reduce -25.9% | 7,993 | $4.1M |
| FAS Wealth Partners, Inc. | 0.33% | Reduce -0.4% | 7,973 | $4.1M |
| Gradient Capital Advisors, LLC | 1.34% | Add +2.3% | 7,966 | $4.1M |
| Stratos Investment Management, LLC | 0.22% | Add +9.7% | 7,935 | $4.1M |
| Ironwood Investment Counsel, LLC | 0.70% | Add +39.0% | 7,930 | $4.1M |
| Jackson, Grant Investment Advisers, Inc. | 1.57% | Reduce -2.3% | 7,891 | $4.1M |
| Zacks Investment Management | 0.04% | Add +20.2% | 7,890 | $4.1M |
| Cercano Management LLC | 0.12% | No change | 7,883 | $4.1M |
| Capasso Planning Partners LLC | 1.69% | Add +73.8% | 7,858 | $4.0M |
| Fiduciary Counselling Inc. | 9.91% | Add +37.3% | 7,849 | $4.0M |
| Lake Street Private Wealth, LLC | 0.66% | Reduce -40.1% | 7,838 | $4.0M |
| Southland Equity Partners LLC | 0.94% | Add +0.2% | 7,832 | $4.0M |
| Cullinan Associates Inc. | 0.28% | No change | 7,830 | $4.0M |
| Sagace Wealth Management LLC | 3.03% | Reduce -8.1% | 7,801 | $4.0M |
| Capital Wealth Alliance, LLC | 2.39% | Add +69.3% | 7,771 | $4.0M |
| Vestia Personal Wealth Advisors | 3.16% | Add +6.0% | 7,768 | $4.0M |
| Good Steward Wealth Advisors,LLC | 3.63% | — | 7,762 | $4.0M |
| Allen Mooney & Barnes Investment Advisors LLC | 0.65% | Add +25.5% | 7,757 | $4.0M |
| Minot DeBlois Advisors LLC | 3.96% | Reduce -1.9% | 7,733 | $4.0M |
| Maia Wealth LLC | 0.90% | Add +9.2% | 7,972 | $3.9M |
| Sovereign Financial Group, Inc. | 0.91% | Reduce -3.8% | 7,683 | $3.9M |
| Per Stirling Capital Management, LLC. | 0.57% | Reduce -67.2% | 7,673 | $3.9M |
| HCR Wealth Advisors | 0.51% | Add +5.7% | 7,669 | $3.9M |
| Eastern Bank | 0.08% | Reduce -5.7% | 7,669 | $3.9M |
| Two Sigma Securities, LLC | 0.60% | New | 7,645 | $3.9M |
| Ritholtz Wealth Management | 0.12% | Add +24.6% | 7,628 | $3.9M |
| Bridgewater Associates | 0.02% | New | 7,605 | $3.9M |
| Sheaff Brock Investment Advisors, LLC | 0.36% | Add +7.1% | 7,559 | $3.9M |
| Welch Group, LLC | 0.17% | Reduce -0.2% | 7,604 | $3.9M |
| Syon Capital LLC | 0.32% | Reduce -7.0% | 7,540 | $3.9M |
| Warwick Investment Management, Inc. | 0.80% | Add +5.0% | 7,536 | $3.9M |
| Etesian Wealth Advisors, Inc. | 1.67% | Add +3.5% | 7,527 | $3.9M |
| Biltmore Family Office, LLC | 0.66% | Add +20.0% | 7,518 | $3.9M |
| Bedell Frazier Investment Counselling, LLC | 0.98% | Reduce -0.7% | 7,504 | $3.9M |
| Callan Family Office, LLC | 0.29% | Reduce -0.8% | 7,486 | $3.8M |
| Asset Dedication, LLC | 0.31% | Add +5.4% | 7,485 | $3.8M |
| Elser Financial Planning, Inc | 5.32% | Add +21.1% | 7,482 | $3.8M |
| Security National Bank | 0.73% | Add +2.8% | 7,482 | $3.8M |
| Red Crane Wealth Management, LLC | 3.68% | Reduce -0.3% | 7,475 | $3.8M |
| Ausdal Financial Partners, Inc. | 0.29% | Reduce -5.9% | 7,468 | $3.8M |
| Fee-Only Financial Planning, L.C. | 2.62% | No change | 7,463 | $3.8M |
| Belmont Capital, LLC | 0.69% | Add +3.0% | 7,449 | $3.8M |
| Crux Wealth Advisors | 1.99% | Add +4.4% | 7,446 | $3.8M |
| Clear Creek Financial Management, LLC | 0.40% | Reduce -1.9% | 7,443 | $3.8M |
| WESPAC Advisors, LLC | 3.12% | No change | 7,440 | $3.8M |
| J Hagan Capital, Inc. | 3.11% | — | 7,088 | $3.8M |
| Valued Retirements, Inc. | 5.02% | Add +10.8% | 7,431 | $3.8M |
| ORG Partners LLC | 0.97% | Reduce -86.0% | 7,389 | $3.8M |
| Prospect Financial Services LLC | 2.11% | Add +71.7% | 7,400 | $3.8M |
| Ami Investment Management Inc. | 1.23% | Reduce -2.3% | 7,394 | $3.8M |
| Quartz Partners, LLC | 2.30% | Reduce -5.6% | 7,365 | $3.8M |
| Koss-Olinger Consulting, LLC | 0.32% | New | 7,333 | $3.8M |
| Seamount Financial Group Inc. | 2.56% | Add +6.2% | 7,313 | $3.8M |
| Lowe Brockenbrough & Co. Inc. | 0.25% | Reduce -1.5% | 7,311 | $3.8M |
| Townsend Asset Management Corp. /NC/ | 1.45% | Reduce -8.3% | 7,301 | $3.8M |
| Fluent Financial, LLC | 1.63% | Add +1560.0% | 7,271 | $3.7M |
| Silver Oak Securities, Incorporated | 0.35% | Reduce -0.3% | 7,308 | $3.7M |
| Calamos Wealth Management LLC | 0.19% | Add +6.0% | 7,246 | $3.7M |
| Texas Yale Capital Corp. | 0.15% | Add +36.0% | 7,231 | $3.7M |
| Howard Wealth Management, LLC | 2.07% | Reduce -3.5% | 7,222 | $3.7M |
| McAdam, LLC | 0.23% | Reduce -3.6% | 7,207 | $3.7M |
| Prospect Financial Group LLC | 4.72% | Reduce -0.8% | 7,199 | $3.7M |
| Kornitzer Capital Management Inc. | 0.08% | Add +37.1% | 7,198 | $3.7M |
| Armbruster Capital Management, Inc. | 0.74% | Add +13.7% | 7,194 | $3.7M |
| Riverchase Wealth Management, LLC | 2.59% | Reduce -0.4% | 7,191 | $3.7M |
| Integrated Investment Consultants, LLC | 0.74% | Add +3.6% | 7,182 | $3.7M |
| Keebeck Wealth Management | 0.54% | Reduce -1.6% | 7,159 | $3.7M |
| Liberty Wealth Management LLC | 0.70% | Add +6.4% | 8,059 | $3.7M |
| Gallacher Capital Management LLC | 1.79% | Add +41.8% | 7,140 | $3.7M |
| Childress Capital Advisors, LLC | 1.06% | Add +1.4% | 7,133 | $3.7M |
| LongView Wealth Management | 1.10% | Add +11.0% | 7,120 | $3.7M |
| Adapt Wealth Advisors, LLC | 1.78% | Reduce -0.1% | 7,113 | $3.7M |
| KMT Wealth Management, LLC | 2.50% | Add +88.2% | 7,105 | $3.7M |
| Squarepoint Ops LLC | 0.01% | Add +829.5% | 7,083 | $3.6M |
| Elevate Capital Advisors, LLC | 3.37% | Reduce -12.8% | 7,081 | $3.6M |
| Fi3 FINANCIAL ADVISORS, LLC | 1.48% | Reduce -6.4% | 7,078 | $3.6M |
| Continuum Wealth Advisors, LLC | 1.86% | Reduce -6.2% | 7,062 | $3.6M |
| Diversified Enterprises, LLC | 0.31% | Add +104.7% | 7,059 | $3.6M |
| Ridgewood Investments LLC | 1.69% | Reduce -4.0% | 7,057 | $3.6M |
| Bill Few Associates, Inc. | 1.29% | Reduce -1.0% | 7,050 | $3.6M |
| John G Ullman & Associates Inc. | 0.56% | Reduce -14.8% | 7,047 | $3.6M |
| Truepoint, Inc. | 0.10% | Add +6.5% | 7,013 | $3.6M |
| Renaissance Technologies | 0.01% | Reduce -72.7% | 7,000 | $3.6M |
| Titleist Asset Management, LLC | 0.42% | Add +8.4% | 6,993 | $3.6M |
| S.A. Mason LLC | 1.90% | Add +3.2% | 6,984 | $3.6M |
| Russell Investments Group, Ltd. | 0.00% | Add +14.4% | 6,983 | $3.6M |
| SWF LLC | 1.00% | New | 6,937 | $3.6M |
| Magnolia Capital Advisors LLC | 0.96% | Add +38.2% | 6,908 | $3.5M |
| Heritage Investors Management Corp. | 0.12% | Reduce -49.5% | 6,898 | $3.5M |
| Elevation Capital Advisory, LLC | 1.54% | Add +3.7% | 6,890 | $3.5M |
| Clientfirst Wealth Management, LLC | 4.00% | No change | 6,870 | $3.5M |
| May Hill Capital, LLC | 1.33% | Add +0.1% | 6,861 | $3.5M |
| First National Corp. /Ma/ | 0.78% | Add +3.6% | 6,856 | $3.5M |
| Edmond DE Rothschild Holding S.A. | 0.06% | Reduce -27.9% | 6,847 | $3.5M |
| Tradition Wealth Management, LLC | 0.31% | Add +13.3% | 6,840 | $3.5M |
| Bulltick Wealth Management, LLC | 0.93% | Add +445.3% | 6,816 | $3.5M |
| First PREMIER Bank | 0.88% | Add +3.7% | 6,778 | $3.5M |
| Davis R M Inc. | 0.07% | Add +15.4% | 6,756 | $3.5M |
| Wellspring Financial Advisors, LLC | 0.38% | Reduce -50.7% | 299,818 | $3.5M |
| Attessa Capital LLC | 2.26% | Add +17.7% | 6,728 | $3.5M |
| Family Investment Center, Inc. | 0.84% | Reduce -10.9% | 6,712 | $3.4M |
| Summit Wealth & Retirement Planning, Inc. | 1.06% | Add +722.8% | 6,706 | $3.4M |
| Bristlecone Advisors, LLC | 0.28% | Reduce -2.9% | 6,703 | $3.4M |
| CV Advisors LLC | 1.21% | Add +1.1% | 6,763 | $3.4M |
| Cornerstone Wealth Management, LLC | 0.23% | Reduce -1.7% | 6,669 | $3.4M |
| Paragon Private Wealth Management, LLC | 1.59% | Add +0.0% | 6,669 | $3.4M |
| Channel Wealth LLC | 1.06% | Add +1.7% | 6,663 | $3.4M |
| Sage Capital Advisors,llc | 0.89% | Reduce -11.3% | 6,641 | $3.4M |
| Wealthstream Advisors, Inc. | 0.64% | Add +3.0% | 6,629 | $3.4M |
| Integrity Financial Corp | 1.93% | Add +176.4% | 6,623 | $3.4M |
| Bluesphere Advisors LLC | 1.95% | Reduce -31.8% | 6,623 | $3.4M |
| Tradewinds, LLC. | 0.96% | Reduce -2.4% | 6,595 | $3.4M |
| 1776 Wealth LLC | 1.56% | Add +3.1% | 6,588 | $3.4M |
| Medallion Wealth Advisors, LLC | 1.53% | Add +3.4% | 6,547 | $3.4M |
| Vigilare Wealth Management | 1.35% | Add +147.7% | 6,569 | $3.4M |
| Ferguson Wellman Capital Management, Inc. | 0.07% | Add +3.6% | 6,569 | $3.4M |
| BLB&B Advisors, LLC | 0.17% | Reduce -1.4% | 6,566 | $3.4M |
| Maxele Advisors, LLC | 3.26% | Add +45.1% | 6,564 | $3.4M |
| Headinvest, LLC | 0.65% | Reduce -1.0% | 6,532 | $3.4M |
| Community Bank of Raymore | 2.71% | Add +4.0% | 6,522 | $3.4M |
| DecisionMap Wealth Management, LLC | 2.54% | Reduce -0.7% | 6,508 | $3.3M |
| Triasima Portfolio Management inc. | 0.66% | Reduce -2.8% | 6,500 | $3.3M |
| Johnson Financial Group, LLC | 0.35% | New | 6,472 | $3.3M |
| Agate Pass Investment Management, LLC | 1.42% | Reduce -1.1% | 6,472 | $3.3M |
| Keystone Global Partners, LLC | 2.33% | — | 6,467 | $3.3M |
| Astra Wealth Partners LLC | 3.17% | Reduce -13.3% | 6,462 | $3.3M |
| Opulen Financial Group LLC | 3.01% | Add +3.6% | 6,452 | $3.3M |
| Sawyer & Company, Inc | 1.34% | Reduce -19.3% | 6,451 | $3.3M |
| Bordeaux Wealth Advisors LLC | 0.61% | Add +4.2% | 6,438 | $3.3M |
| LifeWealth Investments, LLC | 1.59% | Add +221.3% | 6,427 | $3.3M |
| Avondale Wealth Management | 2.07% | Add +1.5% | 6,411 | $3.3M |
| Sterling Group Wealth Management, LLC | 1.77% | Reduce -1.2% | 6,409 | $3.3M |
| Mechanics Bank Trust Department | 0.45% | Reduce -7.8% | 6,405 | $3.3M |
| Berkshire Money Management, Inc. | 0.37% | Reduce -4.4% | 6,402 | $3.3M |
| Strategies Wealth Advisors, LLC | 0.40% | Reduce -5.4% | 6,383 | $3.3M |
| Baldwin Wealth Partners LLC | 0.23% | Add +5.8% | 6,365 | $3.3M |
| Fortress Private Ledger, LLC | 1.82% | Add +32.1% | 6,353 | $3.3M |
| DT Investment Partners, LLC | 0.32% | Add +5.8% | 6,352 | $3.3M |
| First Interstate Bank | 0.19% | Reduce -9.2% | 6,341 | $3.3M |
| Viewpoint Investment Partners Corp. | 1.75% | Add +0.5% | 6,318 | $3.2M |
| Clark Asset Management, LLC | 0.54% | Add +25.5% | 6,312 | $3.2M |
| Consultiva Wealth Management, Corp. | 11.12% | Add +3.2% | 6,292 | $3.2M |
| Planning Alternatives Ltd. | 0.49% | Add +6.3% | 6,275 | $3.2M |
| Rebalance, LLC | 0.24% | Reduce -0.3% | 6,242 | $3.2M |
| VSM Wealth Advisory, LLC | 1.15% | Add +0.0% | 6,239 | $3.2M |
| LRI Investments, LLC | 0.31% | Reduce -3.6% | 6,229 | $3.2M |
| NYL Investors LLC | 0.21% | No change | 6,217 | $3.2M |
| Quent Capital, LLC | 0.33% | Reduce -0.3% | 6,210 | $3.2M |
| Pennington Partners & Co., LLC | 1.82% | Reduce -2.5% | 6,190 | $3.2M |
| Black Swift Group, LLC | 0.71% | Reduce -3.0% | 6,145 | $3.2M |
| Walled Lake Planning & Wealth Management, LLC | 1.12% | Add +0.5% | 6,126 | $3.1M |
| Highland Capital Management, LLC | 0.19% | Add +412.1% | 6,120 | $3.1M |
| Synergy Financial Group, LTD | 2.82% | Add +32.4% | 6,114 | $3.1M |
| New Covenant Trust Company, N.A. | 3.32% | Reduce -18.6% | 6,150 | $3.1M |
| Clarkston Capital Partners, LLC | 0.06% | Reduce -0.0% | 6,110 | $3.1M |
| Quadrant Capital Group LLC | 0.12% | Reduce -4.1% | 6,101 | $3.1M |
| Mosaic Family Wealth Partners, LLC | 0.45% | Add +11.4% | 6,093 | $3.1M |
| Independent Wealth Network Inc. | 1.25% | Reduce -10.1% | 6,071 | $3.1M |
| Strategic Family Wealth Counselors, L.L.C. | 1.01% | Add +15.5% | 6,049 | $3.1M |
| Waddell & Associates, LLC | 0.38% | Add +15.6% | 6,048 | $3.1M |
| Taylor Hoffman Capital Management LLC | 1.15% | Add +27.4% | 6,024 | $3.1M |
| Cooper Financial Group | 0.41% | Add +50.0% | 5,999 | $3.1M |
| Lee, Kelleher & Klein Wealth Management | 2.26% | Reduce -0.4% | 5,987 | $3.1M |
| Financial Perspectives, Inc | 1.05% | Reduce -1.3% | 5,986 | $3.1M |
| Sfmg, LLC | 0.24% | Add +6.2% | 5,984 | $3.1M |
| Farrow Financial, Inc. | 2.07% | Add +5.6% | 5,977 | $3.1M |
| Advisory Research Inc. | 0.54% | Reduce -8.4% | 5,975 | $3.1M |
| XML Financial, LLC | 0.29% | Add +2.6% | 5,971 | $3.1M |
| Bakala Capital LLC | 17.57% | Add +9.0% | 5,964 | $3.1M |
| Schrum Private Wealth Management LLC | 2.68% | Add +5.2% | 5,922 | $3.0M |
| Financial Consulate, Inc. | 0.77% | Add +2.7% | 5,912 | $3.0M |
| Headlands Technologies LLC | 0.35% | Reduce -85.1% | 5,894 | $3.0M |
| Thompson Davis & Co., Inc. | 2.39% | Add +0.3% | 5,887 | $3.0M |
| Woodmont Investment Counsel LLC | 0.22% | Add +12.5% | 5,878 | $3.0M |
| Hemington Wealth Management | 0.47% | Reduce -0.2% | 5,859 | $3.0M |
| Auour Investments LLC | 1.09% | Reduce -10.6% | 5,887 | $3.0M |
| Compass Advisory Group LLC | 1.04% | Add +10.2% | 5,811 | $3.0M |
| LVW Advisors, LLC | 0.36% | Add +9.5% | 5,808 | $3.0M |
| Welch & Forbes LLC | 0.04% | Reduce -20.8% | 5,770 | $3.0M |
| Trellis Wealth Advisors LLC | 1.44% | Add +368.3% | 5,755 | $3.0M |
| Cora Capital Advisors LLC | 1.42% | Add +1.8% | 5,752 | $3.0M |
| DB Fitzpatrick & Co, Inc | 2.80% | Add +6.6% | 5,740 | $2.9M |
| Cove Private Wealth, LLC | 1.57% | Add +22.1% | 5,718 | $2.9M |
| Private Advisory Group LLC | 0.34% | Reduce -28.7% | 5,707 | $2.9M |
| Nations Financial Group Inc, /Ia/ | 0.22% | Add +18.7% | 5,691 | $2.9M |
| Archer Investment Corp | 0.76% | Add +0.0% | 5,683 | $2.9M |
| First National Advisers, LLC | 0.47% | Add +13.9% | 5,679 | $2.9M |
| WESCAP Management Group, Inc. | 0.71% | Reduce -11.8% | 5,667 | $2.9M |
| Maridea Wealth Management LLC | 0.95% | Add +15.7% | 5,634 | $2.9M |
| Tudor Investment Corporation | 0.03% | Add +111.3% | 5,625 | $2.9M |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.49% | Reduce -1.1% | 5,623 | $2.9M |
| SteelPeak Wealth, LLC | 0.12% | Reduce -68.5% | 5,624 | $2.9M |
| GHP Investment Advisors, Inc. | 0.14% | Add +5.8% | 5,561 | $2.9M |
| Violich Capital Management, Inc. | 0.39% | Add +0.9% | 5,560 | $2.9M |
| Global Strategic Investment Solutions, LLC | 0.33% | Reduce -0.1% | 5,558 | $2.9M |
| Consilio Wealth Advisors, LLC | 1.19% | Reduce -0.7% | 5,548 | $2.9M |
| BIP Wealth, LLC | 0.19% | Add +18.8% | 5,547 | $2.9M |
| Worth Asset Management, LLC | 1.55% | Reduce -45.3% | 5,513 | $2.8M |
| Ewa, LLC | 1.05% | Reduce -7.4% | 5,510 | $2.8M |
| World Equity Group, Inc. | 0.81% | Reduce -51.4% | 5,485 | $2.8M |
| Kathmere Capital Management, LLC | 0.24% | Add +3.1% | 5,461 | $2.8M |
| First County Bank | 1.55% | Reduce -4.0% | 5,461 | $2.8M |
| Aprio Wealth Management, LLC | 0.35% | Add +444.8% | 5,448 | $2.8M |
| QTR Family Wealth, LLC | 2.10% | — | 5,429 | $2.8M |
| Fiduciary Family Office, LLC | 0.93% | New | 5,418 | $2.8M |
| Berkeley, Inc | 1.30% | Reduce -12.7% | 5,410 | $2.8M |
| Orgel Wealth Management, LLC | 0.07% | Add +8.4% | 5,404 | $2.8M |
| MBL Wealth, LLC | 0.28% | Add +3.1% | 5,396 | $2.8M |
| Accredited Investors Inc. | 0.17% | Add +4.9% | 5,396 | $2.8M |
| Vermillion Wealth Management, Inc. | 0.82% | Reduce -1.8% | 5,388 | $2.8M |
| Disciplined Investors, L.L.C. | 2.50% | Add +1.6% | 5,384 | $2.8M |
| Barnes Pettey Financial Advisors, LLC | 2.15% | Reduce -1.8% | 5,384 | $2.8M |
| Tranquility Partners, LLC | 1.07% | No change | 5,378 | $2.8M |
| Weaver Consulting Group | 0.83% | Add +1.0% | 5,367 | $2.8M |
| Prime Buchholz LLC | 0.96% | Add +1.3% | 5,362 | $2.8M |
| Affinity Capital Advisors, LLC | 0.54% | Add +164.2% | 5,590 | $2.7M |
| Amitell Capital Pte Ltd | 2.12% | New | 5,331 | $2.7M |
| Performance Wealth Partners, LLC | 0.10% | Add +5.7% | 5,321 | $2.7M |
| Patton Albertson Miller Group, LLC | 0.41% | Add +113.5% | 5,313 | $2.7M |
| GW Henssler & Associates Ltd. | 0.16% | Add +28.8% | 5,294 | $2.7M |
| PACK Private Wealth, LLC | 1.61% | Reduce -7.2% | 5,268 | $2.7M |
| Richardson Financial Services Inc. | 2.06% | Reduce -5.2% | 5,260 | $2.7M |
| Full Sail Capital, LLC | 0.17% | Reduce -1.7% | 5,231 | $2.7M |
| FSM Wealth Advisors, LLC | 0.60% | Add +18.4% | 5,218 | $2.7M |
| Arcadia Wealth Management, LLC | 1.32% | Reduce -7.4% | 5,217 | $2.7M |
| Perennial Investment Advisors, LLC | 0.30% | Add +10.6% | 5,216 | $2.7M |
| Balboa Wealth Partners | 0.65% | Add +74.7% | 5,216 | $2.7M |
| First Pacific Financial | 0.54% | Reduce -2.5% | 5,203 | $2.7M |
| Goodwin Investment Advisory | 4.15% | Reduce -21.0% | 5,194 | $2.7M |
| IFC Advisors LLC | 0.55% | Add +0.6% | 5,169 | $2.7M |
| Everhart Financial Group, Inc. | 0.36% | Add +28.8% | 5,163 | $2.7M |
| Financial Council, LLC | 1.43% | No change | 5,152 | $2.6M |
| KFA Private Wealth Group, LLC | 0.93% | Add +5.3% | 5,152 | $2.6M |
| Yoder Wealth Management, Inc. | 1.49% | No change | 5,144 | $2.6M |
| Investment Advisory Group, LLC | 0.88% | Add +4.8% | 5,142 | $2.6M |
| Capital Advisors Inc. | 0.05% | Reduce -2.3% | 5,076 | $2.6M |
| Pine Ridge Advisers LLC | 0.22% | No change | 5,075 | $2.6M |
| DBK Financial Counsel, LLC | 2.61% | Reduce -3.7% | 5,071 | $2.6M |
| Panoramic Investment Advisors, LLC | 1.76% | Reduce -6.8% | 5,070 | $2.6M |
| Baker Avenue Asset Management, LP | 0.08% | Add +47.1% | 5,067 | $2.6M |
| Principle Wealth Partners LLC | 0.19% | Reduce -0.5% | 5,050 | $2.6M |
| Myecfo, LLC | 1.37% | Add +6.3% | 5,019 | $2.6M |
| JPL Wealth Management, LLC | 0.73% | Add +12.8% | 4,976 | $2.6M |
| Guyasuta Investment Advisors Inc. | 0.17% | Add +7.7% | 4,964 | $2.6M |
| Hubbell Strickland Wealth Management, LLC | 1.21% | Add +0.3% | 4,962 | $2.5M |
| Horan Capital Advisors, LLC. | 0.86% | Add +4.8% | 4,958 | $2.5M |
| Long Island Wealth Management, Inc. | 1.55% | Reduce -3.2% | 4,951 | $2.5M |
| Accel Wealth Management | 0.92% | Add +2.5% | 4,951 | $2.5M |
| Procyon Advisors, LLC | 0.15% | Add +45.7% | 4,879 | $2.5M |
| FOCUS Wealth Advisors, LLC | 1.38% | No change | 4,875 | $2.5M |
| Robinson Smith Wealth Advisors LLC | 2.09% | Reduce -10.3% | 4,869 | $2.5M |
| Roberts Glore & Co. Inc. | 0.76% | Add +39.6% | 4,868 | $2.5M |
| Stockman Wealth Management, Inc. | 0.37% | Add +3.6% | 4,867 | $2.5M |
| Physician Wealth Advisors, Inc. | 0.43% | Add +2.3% | 4,854 | $2.5M |
| Cherry Creek Investment Advisors, Inc. | 1.30% | Add +1.6% | 4,853 | $2.5M |
| Wealth Architects, LLC | 0.27% | Add +16.5% | 4,846 | $2.5M |
| Apeiron RIA LLC | 0.75% | Reduce -13.3% | 4,841 | $2.5M |
| Values Added Financial LLC | 1.38% | Add +1.3% | 4,831 | $2.5M |
| Copperleaf Capital, LLC | 1.48% | Add +38.4% | 4,818 | $2.5M |
| Grantvest Financial Group LLC | 2.01% | Add +13.9% | 4,812 | $2.5M |
| Innova Wealth Partners | 1.53% | Add +9.8% | 4,808 | $2.5M |
| Greenline Partners, LLC | 0.36% | Reduce -4.9% | 2,750 | $2.5M |
| Commons Capital, LLC | 2.26% | Add +161.6% | 4,797 | $2.5M |
| JT Stratford LLC | 0.44% | Reduce -28.9% | 4,788 | $2.5M |
| Defender Capital, LLC. | 0.97% | New | 4,750 | $2.5M |
| Olde Wealth Management, LLC | 0.87% | Add +0.1% | 4,777 | $2.5M |
| Cooper/Haims Advisors, LLC | 1.33% | Add +0.3% | 4,773 | $2.5M |
| Provenance Wealth Advisors, LLC | 0.35% | No change | 4,768 | $2.5M |
| E&G Advisors, LLC | 0.69% | No change | 4,752 | $2.4M |
| IMA Advisory Services, Inc. | 0.29% | Reduce -29.6% | 4,750 | $2.4M |
| Syntegra Private Wealth Group, LLC | 0.28% | Add +424.0% | 4,732 | $2.4M |
| WMG Financial Advisors, LLC | 1.03% | Add +4.2% | 4,731 | $2.4M |
| TCI Wealth Advisors, Inc. | 0.19% | Reduce -3.3% | 4,727 | $2.4M |
| Sonora Investment Management Group, LLC | 0.19% | Reduce -5.8% | 4,710 | $2.4M |
| Verus Financial Partners, Inc. | 0.28% | Add +2.6% | 4,894 | $2.4M |
| LifeGuide Financial Advisors, LLC | 0.99% | Add +1.7% | 4,705 | $2.4M |
| Cassaday & Co Wealth Management LLC | 0.07% | Add +47.8% | 4,704 | $2.4M |
| Terra Nova Asset Management LLC | 1.90% | Reduce -3.5% | 4,704 | $2.4M |
| Lavaca Capital LLC | 1.10% | Reduce -4.3% | 4,697 | $2.4M |
| Harbour Investment Management LLC | 1.09% | No change | 4,692 | $2.4M |
| Hardin Capital Partners, LLC | 1.48% | Add +9.0% | 4,692 | $2.4M |
| Retirement Income Solutions, Inc. | 0.50% | No change | 4,668 | $2.4M |
| Quantum Portfolio Management LLC | 1.21% | Add +23.4% | 4,659 | $2.4M |
| Meredith Wealth Planning | 1.05% | Reduce -0.8% | 4,645 | $2.4M |
| Bridgewealth Advisory Group, LLC | 3.14% | Reduce -67.4% | 4,644 | $2.4M |
| Talon Private Wealth, LLC | 0.32% | Reduce -33.6% | 4,639 | $2.4M |
| Patriot Investment Management Group, Inc. | 0.18% | Reduce -14.4% | 4,633 | $2.4M |
| Meeder Advisory Services, Inc. | 0.14% | Add +47.9% | 4,624 | $2.4M |
| Arrien Investments, Inc. | 1.70% | Reduce -0.6% | 4,616 | $2.4M |
| Stonebridge Capital Advisors LLC | 0.19% | Reduce -0.2% | 4,605 | $2.4M |
| SkyOak Wealth, LLC | 0.52% | Reduce -0.3% | 4,598 | $2.4M |
| 180 Wealth Advisors, LLC | 0.38% | Reduce -0.4% | 4,580 | $2.4M |
| Naviter Wealth, LLC | 0.28% | Add +4.0% | 4,550 | $2.3M |
| Capital Investment Advisory Services, LLC | 0.21% | Add +1.9% | 4,533 | $2.3M |
| Equita Financial Network, Inc. | 0.81% | Add +7.5% | 4,511 | $2.3M |
| Montecito Bank & Trust | 0.41% | Add +4.6% | 4,507 | $2.3M |
| Optimist Retirement Group LLC | 1.16% | Reduce -12.0% | 4,496 | $2.3M |
| L.K. Benson & Company, P.C. | 1.59% | Add +0.3% | 4,481 | $2.3M |
| Howard Bailey Securities, LLC | 0.77% | Add +47.6% | 4,481 | $2.3M |
| Index Fund Advisors, Inc. | 0.14% | Reduce -4.3% | 4,449 | $2.3M |
| Purkiss Capital Advisors LLC | 1.72% | Add +4.1% | 4,443 | $2.3M |
| Washburn Capital Management, Inc. | 1.50% | Reduce -0.2% | 4,440 | $2.3M |
| MIdWestOne Financial Group, Inc. | 0.32% | Reduce -14.6% | 4,424 | $2.3M |
| Founders Financial Alliance, LLC | 0.55% | Add +21.6% | 4,412 | $2.3M |
| Orrstown Financial Services Inc. | 0.54% | Add +0.4% | 4,408 | $2.3M |
| Canandaigua National Bank & Trust Co. | 0.23% | Reduce -0.2% | 4,396 | $2.3M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.18% | Add +4.1% | 4,378 | $2.3M |
| Baring Financial LLC | 1.89% | Add +23.3% | 4,385 | $2.3M |
| 17 Capital Partners, LLC | 1.45% | Add +13.0% | 4,381 | $2.3M |
| Elevated Capital Advisors, LLC | 0.63% | Add +4.1% | 4,379 | $2.3M |
| Golden State Wealth Management, LLC | 0.33% | Add +6.5% | 4,374 | $2.2M |
| Key Client Fiduciary Advisors, LLC | 1.03% | Add +2.8% | 4,368 | $2.2M |
| LPF Advisors LLC | 1.83% | Reduce -22.6% | 4,357 | $2.2M |
| Pine Haven Investment Counsel, Inc | 1.87% | Reduce -0.2% | 4,333 | $2.2M |
| Private Client Services, LLC | 1.10% | Add +1.2% | 4,327 | $2.2M |
| Atlantic Union Bankshares Corp | 0.13% | Add +13.5% | 4,321 | $2.2M |
| Elevatus Welath Management | 1.26% | Reduce -93.1% | 4,317 | $2.2M |
| Tortoise Investment Management, LLC | 0.23% | Reduce -1.2% | 4,316 | $2.2M |
| Westshore Wealth, LLC | 0.94% | Add +113.9% | 4,310 | $2.2M |
| Ascent Wealth Partners, LLC | 0.30% | Add +3.3% | 4,294 | $2.2M |
| Harfst & Associates, Inc. | 0.51% | No change | 4,268 | $2.2M |
| Michels Family Financial, LLC | 1.98% | Add +1.3% | 4,268 | $2.2M |
| WP Advisors, LLC | 0.73% | Add +4.4% | 4,263 | $2.2M |
| Wakefield Asset Management LLLP | 0.66% | Add +5.0% | 4,258 | $2.2M |
| Cardinal Point Capital Management ULC | 0.20% | Add +0.7% | 4,252 | $2.2M |
| Winthrop Advisory Group LLC | 0.26% | Reduce -11.8% | 4,251 | $2.2M |
| Fortitude Family Office, LLC | 0.78% | Add +476.7% | 4,227 | $2.2M |
| Planning Directions Inc. | 0.93% | Add +41.1% | 4,223 | $2.2M |
| Forefront Wealth Partners, LLC | 1.48% | Add +157.2% | 4,223 | $2.2M |
| Narus Financial Partners, LLC | 0.73% | Add +0.7% | 4,194 | $2.2M |
| Aries Wealth Management | 0.58% | Reduce -3.9% | 4,179 | $2.1M |
| Second Line Capital, LLC | 0.55% | Add +0.2% | 4,178 | $2.1M |
| Tilson Financial Group, Inc. | 0.85% | Add +0.4% | 4,174 | $2.1M |
| Financial Synergies Wealth Advisors, Inc. | 0.26% | Add +1.2% | 4,167 | $2.1M |
| Capital Advantage, Inc. | 0.39% | No change | 3,974 | $2.1M |
| S&T Bank | 0.70% | No change | 4,165 | $2.1M |
| Bell Investment Advisors, Inc | 0.39% | Reduce -0.7% | 4,138 | $2.1M |
| Wealth Management Resources, Inc. | 0.77% | No change | 4,120 | $2.1M |
| Chilton Capital Management LLC | 0.09% | Reduce -6.2% | 4,118 | $2.1M |
| TCV Trust & Wealth Management, Inc. | 0.20% | Add +17.9% | 4,096 | $2.1M |
| Kayne Anderson Rudnick Investment Management LLC | 0.01% | Add +12.6% | 4,096 | $2.1M |
| Freedom Investment Management, Inc. | 0.18% | Add +1.8% | 4,088 | $2.1M |
| Morton Capital Management LLC | 0.41% | Reduce -2.8% | 4,084 | $2.1M |
| Faithward Advisors, LLC | 0.37% | Reduce -8.2% | 4,082 | $2.1M |
| Arlington Trust Co LLC | 0.44% | Add +39.4% | 4,069 | $2.1M |
| Hancock Whitney Corp. | 0.07% | Add +20.6% | 4,065 | $2.1M |
| Tumwater Wealth Management, LLC | 1.09% | Reduce -3.1% | 4,062 | $2.1M |
| Flagship Wealth Advisors, LLC | 0.88% | Add +277.3% | 4,056 | $2.1M |
| Sandy Spring Bank | 0.09% | Add +1.6% | 4,052 | $2.1M |
| Cherry Tree Wealth Management, LLC | 0.50% | Add +3.5% | 4,047 | $2.1M |
| Onyx Bridge Wealth Group LLC | 0.30% | Reduce -1.8% | 4,039 | $2.1M |
| Lyell Wealth Management, LP | 0.19% | Add +58.1% | 4,037 | $2.1M |
| Buffington Mohr McNeal | 0.41% | Reduce -2.6% | 4,036 | $2.1M |
| JB Capital LLC | 0.11% | Add +0.4% | 4,035 | $2.1M |
| Trust Co. of Toledo NA | 0.27% | Add +4.3% | 4,027 | $2.1M |
| Nova Wealth Management, Inc. | 1.78% | Add +5726.1% | 4,020 | $2.1M |
| Veery Capital, LLC | 0.80% | Reduce -23.1% | 4,001 | $2.1M |
| Infinity Wealth Counsel, LLC | 2.22% | No change | 4,000 | $2.1M |
| Farnam Financial LLC | 2.09% | Add +10.1% | 3,999 | $2.1M |
| Baker Boyer National Bank | 0.76% | Add +17.2% | 3,993 | $2.1M |
| Annex Advisory Services, LLC | 0.06% | Add +0.8% | 3,992 | $2.1M |
| Zullo Investment Group, Inc. | 0.88% | No change | 3,990 | $2.1M |
| Latko Wealth Management, Ltd. | 1.33% | Add +17.9% | 3,986 | $2.0M |
| Capital CS Group, LLC | 3.49% | New | 3,983 | $2.0M |
| Great Oak Capital Partners, LLC | 0.68% | No change | 3,829 | $2.0M |
| Burt Wealth Advisors | 0.51% | No change | 3,982 | $2.0M |
| Stonebridge Financial Group, LLC | 0.22% | Reduce -13.2% | 3,979 | $2.0M |
| Mascoma Wealth Management LLC | 0.51% | Reduce -6.2% | 3,977 | $2.0M |
| Rothschild Wealth LLC | 0.57% | Add +16.0% | 3,974 | $2.0M |
| Curran Financial Partners, LLC | 0.50% | Add +16.3% | 3,968 | $2.0M |
| CHB Investment Group, LLC | 1.08% | Reduce -4.7% | 3,966 | $2.0M |
| Heritage Wealth Management, Inc. | 0.69% | Reduce -25.5% | 3,959 | $2.0M |
| Linscomb Wealth, Inc. | 0.10% | Reduce -0.0% | 3,955 | $2.0M |
| Avestar Capital, LLC | 0.19% | Reduce -14.5% | 3,952 | $2.0M |
| Cloud Capital Management, LLC | 1.44% | — | 3,952 | $2.0M |
| Napatree Capital LLC | 1.14% | Add +15.3% | 3,940 | $2.0M |
| Portland Global Advisors LLC | 0.25% | Add +1.2% | 3,927 | $2.0M |
| Roble, Belko & Company, Inc | 0.32% | Reduce -4.0% | 3,925 | $2.0M |
| Laurel Wealth Advisors LLC | 0.31% | Add +3.3% | 3,909 | $2.0M |
| WealthCollab, LLC | 1.24% | Reduce -0.5% | 3,896 | $2.0M |
| Cannon Financial Strategists, Inc. | 0.34% | No change | 3,895 | $2.0M |
| Accelerate Investment Advisors LLC | 1.68% | Add +3.3% | 3,894 | $2.0M |
| HTG Investment Advisors, Inc. | 0.83% | No change | 3,893 | $2.0M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.02% | Reduce -23.2% | 3,857 | $2.0M |
| Tyler-Stone Wealth Management | 0.36% | Reduce -1.0% | 3,857 | $2.0M |
| Segment Wealth Management, LLC | 0.13% | No change | 3,855 | $2.0M |
| Hengehold Capital Management LLC | 0.19% | Add +0.5% | 3,843 | $2.0M |
| Tennessee Valley Asset Management Partners | 0.32% | Add +1.6% | 3,838 | $2.0M |
| Slagle Financial, LLC | 0.87% | Reduce -11.3% | 3,822 | $2.0M |
| PFC Capital Group, Inc. | 0.99% | New | 3,822 | $2.0M |
| Trivium Point Advisory, LLC | 0.24% | Reduce -21.7% | 3,805 | $2.0M |
| Burke & Herbert Bank & Trust Co. | 0.47% | Add +499.1% | 3,804 | $2.0M |
| Sandbox Financial Partners, LLC | 0.69% | Add +3.5% | 3,797 | $2.0M |
| Drive Wealth Management, LLC | 0.46% | Reduce -13.6% | 3,797 | $2.0M |
| Peoples Bank | 1.32% | Reduce -1.0% | 3,793 | $1.9M |
| Sims Investment Management, LLC | 0.87% | Add +57.2% | 3,788 | $1.9M |
| Kirtland Hills Capital Management, LLC | 1.19% | Add +61.6% | 4,023 | $1.9M |
| Richards, Merrill & Peterson, Inc. | 1.01% | Add +6.1% | 3,776 | $1.9M |
| WBH Advisory Inc. | 0.18% | Reduce -3.8% | 3,760 | $1.9M |
| Private Wealth Group, LLC | 1.14% | No change | 3,758 | $1.9M |
| KKM Financial LLC | 0.82% | No change | 3,758 | $1.9M |
| Enzi Wealth | 0.78% | Add +3.6% | 3,842 | $1.9M |
| TCP Asset Management, LLC | 0.43% | Add +5.1% | 3,747 | $1.9M |
| Verus Capital Partners, LLC | 0.19% | Add +12.0% | 3,745 | $1.9M |
| Cornerstone Financial Group, LLC | 1.73% | Add +11.1% | 3,579 | $1.9M |
| Grange Capital, LLC | 2.23% | Reduce -2.3% | 3,715 | $1.9M |
| Fearless Solutions, LLC dba Best Invest | 1.48% | Add +3.3% | 3,714 | $1.9M |
| Martel Wealth Advisors LLC | 0.38% | Reduce -6.4% | 3,713 | $1.9M |
| WealthShield Partners, LLC | 0.25% | Reduce -24.5% | 3,710 | $1.9M |
| Grandfield & Dodd, LLC | 0.12% | Add +0.2% | 3,693 | $1.9M |
| PBMares Wealth Management LLC | 0.38% | Add +16.8% | 3,686 | $1.9M |
| Donaldson Capital Management, LLC | 0.07% | Reduce -9.5% | 3,684 | $1.9M |
| Heritage Investment Group, Inc. | 0.35% | Add +61.4% | 3,675 | $1.9M |
| CFS Investment Advisory Services, LLC | 0.17% | Add +2.3% | 3,675 | $1.9M |
| Northstar Advisory Group, LLC | 1.23% | Reduce -51.1% | 3,669 | $1.9M |
| Intrua Financial, LLC | 0.30% | Reduce -1.5% | 3,669 | $1.9M |
| Culbertson A N & Co. Inc. | 0.30% | Reduce -3.2% | 3,668 | $1.9M |
| Elevation Point Wealth Partners, LLC | 0.16% | Add +14.9% | 3,658 | $1.9M |
| R.H. Investment Group, LLC | 1.81% | Add +1.4% | 3,653 | $1.9M |
| Country Club Bank | 0.13% | Add +1.3% | 3,671 | $1.9M |
| Oxbow Advisors, LLC | 0.20% | Reduce -19.8% | 3,647 | $1.9M |
| Perkins Coie Trust Co | 0.42% | No change | 3,643 | $1.9M |
| Group One Trading LLC | 0.08% | Add +200.2% | 3,635 | $1.9M |
| Monograph Wealth Advisors, LLC | 0.25% | Reduce -75.2% | 3,634 | $1.9M |
| Alaethes Wealth, LLC | 0.68% | Add +11.1% | 3,622 | $1.9M |
| CX Institutional | 0.07% | Add +99.9% | 3,621 | $1.9M |
| Forthright Family Wealth Advisory LLC | 1.23% | Reduce -13.1% | 3,614 | $1.9M |
| Sovran Advisors, LLC | 0.24% | Add +15.3% | 3,831 | $1.9M |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.02% | Reduce -0.1% | 3,767 | $1.9M |
| Inscription Capital, LLC | 0.31% | — | 3,855 | $1.9M |
| Manuka Financial, LLC | 1.20% | Add +2.7% | 3,603 | $1.9M |
| Sunesis Advisors, LLC | 1.00% | No change | 3,599 | $1.8M |
| Moloney Securities Asset Management, LLC | 0.25% | Add +4.0% | 3,599 | $1.8M |
| Core Wealth Partners LLC | 1.07% | Reduce -2.9% | 3,579 | $1.8M |
| Raab & Moskowitz Asset Management LLC | 0.46% | Reduce -7.1% | 3,564 | $1.8M |
| Bensler, LLC | 0.23% | Reduce -7.4% | 3,553 | $1.8M |
| Bragg Financial Advisors, Inc | 0.07% | Add +36.8% | 3,547 | $1.8M |
| Passive Capital Management, LLC. | 0.58% | Reduce -2.3% | 3,543 | $1.8M |
| BlueChip Wealth Advisors LLC | 0.89% | Add +0.3% | 3,536 | $1.8M |
| Callan Capital, LLC | 0.13% | Add +0.5% | 3,528 | $1.8M |
| Realta Investment Advisors | 0.83% | Add +3.5% | 3,526 | $1.8M |
| Advus Financial Partners, LLC | 0.50% | Reduce -3.3% | 3,489 | $1.8M |
| Mezzasalma Advisors, LLC | 0.62% | Add +34.0% | 3,488 | $1.8M |
| Alterna Wealth Management, Inc. | 1.36% | Add +1.2% | 3,483 | $1.8M |
| Evelyn Partners Investment Management (Europe) Ltd | 0.67% | No change | 3,463 | $1.8M |
| Optivise Advisory Services LLC | 0.99% | Add +4.8% | 3,437 | $1.8M |
| Valtinson Bruner Financial Planning LLC | 0.60% | Add +24.2% | 3,433 | $1.8M |
| Von Berge Wealth Management Group, LLC | 1.14% | Add +1.2% | 3,509 | $1.8M |
| Meridian Wealth Partners, LLC | 0.28% | Reduce -5.4% | 3,423 | $1.8M |
| Paladin Advisory Group, LLC | 1.41% | Add +19.5% | 3,423 | $1.8M |
| Aviance Capital Partners, LLC | 0.25% | Add +2.3% | 3,413 | $1.8M |
| Austin Wealth Management, LLC | 0.35% | Add +80.3% | 3,473 | $1.7M |
| Calydon Capital | 0.32% | Add +0.4% | 3,384 | $1.7M |
| Capital Asset Advisory Services LLC | 0.09% | Reduce -0.8% | 3,349 | $1.7M |
| Annis Gardner Whiting Capital Advisors, LLC | 0.74% | Add +0.4% | 3,381 | $1.7M |
| Avantax Planning Partners, Inc. | 0.06% | Add +3.1% | 3,379 | $1.7M |
| Hazlett, Burt & Watson, Inc. | 0.78% | Add +181.8% | 3,368 | $1.7M |
| MSH Capital Advisors LLC | 0.54% | Reduce -22.8% | 3,373 | $1.7M |
| Investment Advisory Services Inc. /TX | 0.63% | Add +1.0% | 3,372 | $1.7M |
| Hanson & Doremus Investment Management | 0.25% | No change | 3,370 | $1.7M |
| Capital Analysts, LLC | 0.06% | Add +148.1% | 3,366 | $1.7M |
| Nilsine Partners, LLC | 0.19% | Add +3.9% | 3,354 | $1.7M |
| McCarter Private Wealth Services LLC | 1.13% | Reduce -3.6% | 3,354 | $1.7M |
| Oarsman Capital, Inc. | 0.31% | Reduce -21.4% | 3,349 | $1.7M |
| Wealth Effects LLC | 0.72% | Add +2.8% | 3,345 | $1.7M |
| Indiana Trust & Investment Management Co | 0.62% | No change | 3,342 | $1.7M |
| Badgley Phelps Wealth Managers, LLC | 0.04% | Reduce -0.5% | 3,339 | $1.7M |
| Pursue Wealth Partners LLC | 1.04% | Add +9.9% | 3,338 | $1.7M |
| Aspen Wealth Management LLC | 0.49% | Add +0.4% | 3,337 | $1.7M |
| Roger Wittlin Investment Advisory, LLC | 1.00% | Add +4.5% | 3,334 | $1.7M |
| Awm Capital, LLC | 0.20% | New | 3,330 | $1.7M |
| Meridian Investment Counsel Inc. | 0.50% | Add +5.7% | 3,325 | $1.7M |
| Leelyn Smith, LLC | 0.30% | No change | 3,318 | $1.7M |
| Washington Trust Bank | 0.17% | Add +711.3% | 3,318 | $1.7M |
| Retirement Financial Solutions, LLC | 0.66% | Add +0.0% | 3,317 | $1.7M |
| Granite FO LLC | 0.97% | Add +44.8% | 3,315 | $1.7M |
| Frank, Rimerman Advisors LLC | 0.13% | Reduce -29.7% | 3,312 | $1.7M |
| Leonard Rickey Investment Advisors P.L.L.C. | 0.37% | Add +0.7% | 3,434 | $1.7M |
| Sightline Wealth Advisors, LLC | 0.90% | Add +21.2% | 3,305 | $1.7M |
| Occidental Asset Management, LLC | 0.26% | Reduce -33.9% | 3,302 | $1.7M |
| Rossby Financial, LCC | 0.73% | Reduce -29.1% | 3,337 | $1.7M |
| Novare Capital Management LLC | 0.15% | No change | 3,286 | $1.7M |
| WealthTrak Capital Management LLC | 1.45% | Reduce -4.7% | 3,276 | $1.7M |
| Teamwork Financial Advisors, LLC | 0.23% | Reduce -13.6% | 3,276 | $1.7M |
| Diversified Portfolios, Inc. | 0.18% | Add +8.3% | 3,274 | $1.7M |
| Alesco Advisors, LLC, An ESL Co | 0.05% | Add +0.8% | 3,247 | $1.7M |
| Bedel Financial Consulting, Inc. | 0.24% | Add +10.0% | 3,248 | $1.7M |
| Asset Advisors Investment Management, LLC | 0.17% | Reduce -27.8% | 3,241 | $1.7M |
| Pacific Capital Wealth Advisors, Inc. | 0.29% | No change | 3,232 | $1.7M |
| Zions Bancorporation, National Association | 0.10% | — | 3,228 | $1.7M |
| Heritage Financial Services, LLC | 0.16% | Reduce -0.1% | 3,226 | $1.7M |
| Maripau Wealth Management LLC | 0.95% | Add +8.6% | 3,222 | $1.7M |
| Rakuten Securities, Inc. | 0.83% | Reduce -22.9% | 3,206 | $1.6M |
| Fortis Capital Management LLC | 0.32% | Reduce -0.2% | 3,203 | $1.6M |
| Clearview Wealth Advisors LLC | 1.23% | Reduce -3.2% | 3,200 | $1.6M |
| Kane Investment Management, Inc. | 0.79% | Add +27.7% | 3,196 | $1.6M |
| MontVue Capital Management, Inc. | 1.31% | Reduce -3.1% | 3,195 | $1.6M |
| Total Clarity Wealth Management, Inc. | 0.54% | No change | 3,042 | $1.6M |
| Fayez Sarofim & Co | 0.00% | Add +260.5% | 3,187 | $1.6M |
| Horizon Kinetics Asset Management LLC | 0.02% | Reduce -5.9% | 3,187 | $1.6M |
| Blake Schutter Theil Wealth Advisors, LLC | 1.86% | Add +0.9% | 3,183 | $1.6M |
| Spinnaker Trust | 0.11% | Reduce -13.0% | 3,182 | $1.6M |
| Fortress Wealth Management, Inc. | 0.85% | No change | 3,174 | $1.6M |
| Peak Planning Group, LLC | 0.69% | Add +41.1% | 3,171 | $1.6M |
| Integrated Capital Management, LLC | 0.90% | Reduce -8.1% | 3,168 | $1.6M |
| Confluence Wealth Services, Inc. | 0.10% | Add +4.1% | 3,305 | $1.6M |
| First Trust Advisors LP | 0.00% | Add +15.1% | 3,163 | $1.6M |
| PTM Wealth Management, LLC | 1.71% | — | 3,554 | $1.6M |
| LJI Wealth Management, LLC | 0.32% | Add +2.5% | 3,152 | $1.6M |
| Shade Tree Advisors LLC | 1.60% | Reduce -27.6% | 3,138 | $1.6M |
| River Wealth Advisors LLC | 0.22% | Reduce -14.4% | 3,137 | $1.6M |
| Tocqueville Asset Management L.P. | 0.03% | Add +7.3% | 3,136 | $1.6M |
| Novem Group | 0.23% | Add +19.7% | 3,135 | $1.6M |
| Kavar Capital Partners Group, LLC | 0.27% | No change | 3,131 | $1.6M |
| OneAscent Wealth Management LLC | 0.70% | Reduce -5.0% | 3,125 | $1.6M |
| Absolute Capital Management, LLC | 0.93% | Add +10.2% | 3,123 | $1.6M |
| Trustmark Bank Trust Department | 0.12% | No change | 3,121 | $1.6M |
| Apriem Advisors | 0.19% | Add +0.0% | 3,104 | $1.6M |
| TruNorth Capital Management, LLC | 0.40% | Add +1702.9% | 3,101 | $1.6M |
| Ellis Investment Partners, LLC | 0.33% | Reduce -56.0% | 3,099 | $1.6M |
| Ruedi Wealth Management, Inc. | 0.50% | New | 3,098 | $1.6M |
| Destiny Wealth Partners, LLC | 0.25% | No change | 3,094 | $1.6M |
| Weinberger Asset Management, Inc | 0.68% | Reduce -1.5% | 3,091 | $1.6M |
| Hassell Wealth Management, LLC | 0.68% | Reduce -7.6% | 3,196 | $1.6M |
| Falcon Wealth Planning | 0.18% | Reduce -2.8% | 3,077 | $1.6M |
| Intelligence Driven Advisers, LLC | 0.30% | Add +206.7% | 3,076 | $1.6M |
| Horan Securities, Inc. | 0.59% | Add +0.3% | 3,057 | $1.6M |
| Professional Advisory Services Inc. | 0.20% | Reduce -13.3% | 3,052 | $1.6M |
| Heritage Wealth Management, Inc. | 1.33% | Add +3.1% | 3,035 | $1.6M |
| Horizon Family Wealth, Inc. | 1.04% | Reduce -5.0% | 3,024 | $1.6M |
| Northwest Wealth Management, LLC | 0.31% | Reduce -1.5% | 3,023 | $1.6M |
| Twin Peaks Wealth Advisors, LLC | 0.71% | Add +12.8% | 3,141 | $1.6M |
| New Wave Wealth Advisors LLC | 0.70% | Reduce -11.2% | 3,019 | $1.6M |
| Premier Path Wealth Partners, LLC | 0.24% | Add +7.0% | 3,009 | $1.5M |
| Madison Park Capital Advisors, LLC | 1.36% | Add +4.5% | 3,007 | $1.5M |
| Tamar Securities, LLC | 0.21% | Add +2.5% | 3,005 | $1.5M |
| NDVR, Inc. | 1.57% | No change | 2,995 | $1.5M |
| Cascade Financial Partners, LLC | 0.19% | Add +2.6% | 2,994 | $1.5M |
| Chesley Taft & Associates LLC | 0.07% | Reduce -4.1% | 2,989 | $1.5M |
| Darrow Company, Inc. | 0.86% | No change | 3,003 | $1.5M |
| HFG Advisors, Inc. | 1.31% | Reduce -3.6% | 2,984 | $1.5M |
| Ames National Corp. | 1.03% | Add +1.4% | 2,981 | $1.5M |
| Meridian Wealth Advisors, LLC | 0.26% | Reduce -59.6% | 2,981 | $1.5M |
| Stonebridge Financial Planning Group, LLC | 0.70% | Reduce -3.7% | 2,979 | $1.5M |
| Virtus Wealth Solutions LLC | 0.46% | Add +0.5% | 2,955 | $1.5M |
| Prudential Financial Inc. | 0.00% | No change | 2,950 | $1.5M |
| Cherrydale Wealth Management, LLC | 0.60% | Add +0.4% | 2,947 | $1.5M |
| Financial Advisory Corp | 0.25% | Add +0.0% | 2,936 | $1.5M |
| Willis Johnson & Associates, Inc. | 0.11% | Add +21.4% | 2,934 | $1.5M |
| TFR Capital, LLC. | 0.63% | Reduce -7.0% | 2,929 | $1.5M |
| New York Life Investment Management LLC | 0.02% | Reduce -7.5% | 2,916 | $1.5M |
| Martin Worley Group | 0.85% | Add +17.3% | 2,911 | $1.5M |
| Van Cleef Asset Management,Inc | 0.17% | Reduce -0.5% | 2,911 | $1.5M |
| Advisors Preferred, LLC | 0.20% | New | 2,900 | $1.5M |
| Valley Forge Investment Consultants Inc. Adv | 0.53% | Add +0.4% | 2,906 | $1.5M |
| Quadrant Private Wealth Management, LLC | 0.37% | Add +19.5% | 2,896 | $1.5M |
| Mullaney, Keating & Wright, Inc. | 1.00% | Add +5.0% | 2,888 | $1.5M |
| Trueblood Wealth Management, LLC | 0.69% | Add +23.6% | 2,887 | $1.5M |
| Cheviot Value Management, LLC | 0.18% | New | 2,864 | $1.5M |
| Rappaport Reiches Capital Management, LLC | 0.37% | Add +1.9% | 2,885 | $1.5M |
| Redhawk Wealth Advisors, Inc. | 0.20% | Add +3.2% | 2,874 | $1.5M |
| Enterprise Bank & Trust Co | 0.57% | Add +3.5% | 2,860 | $1.5M |
| Portside Wealth Group, LLC | 0.24% | Add +2.2% | 2,859 | $1.5M |
| Clearstead Trust, LLC | 0.33% | Reduce -0.2% | 2,859 | $1.5M |
| Beirne Wealth Consulting Services, LLC | 0.52% | Add +0.3% | 2,856 | $1.5M |
| Hamilton Point Investment Advisors, LLC | 0.26% | Reduce -2.7% | 2,855 | $1.5M |
| Cape Cod Five Cents Savings Bank | 0.13% | No change | 2,778 | $1.5M |
| Libra Wealth LLC | 0.55% | No change | 2,849 | $1.5M |
| Orcam Financial Group | 1.37% | Add +8.7% | 2,841 | $1.5M |
| Marks Group Wealth Management, Inc | 0.14% | Reduce -2.9% | 2,839 | $1.5M |
| Round Rock Advisors LLC | 0.27% | Reduce -14.3% | 2,833 | $1.5M |
| Watts Gwilliam & Co., LLC | 0.32% | Add +1.2% | 2,831 | $1.5M |
| HMS Capital Management, LLC | 0.81% | Reduce -0.6% | 3,135 | $1.5M |
| Almanack Investment Partners, LLC. | 0.29% | Reduce -63.9% | 2,826 | $1.5M |
| Levin Capital Strategies, L.P. | 0.15% | Add +25.2% | 2,820 | $1.4M |
| Towne Trust Company, N.A | 0.51% | Add +16.0% | 2,810 | $1.4M |
| Sensible Money, LLC | 0.62% | Add +8.0% | 2,810 | $1.4M |
| MV Capital Management, Inc. | 0.15% | Reduce -0.3% | 2,804 | $1.4M |
| Fiduciary Financial Group, LLC | 0.31% | Add +138.6% | 2,989 | $1.4M |
| Clarity Wealth Advisors, LLC | 0.40% | Add +12.6% | 2,797 | $1.4M |
| RiverFront Investment Group, LLC | 0.03% | Add +47.5% | 2,795 | $1.4M |
| Kooman & Associates | 0.53% | Reduce -0.2% | 2,793 | $1.4M |
| 1ST Source Bank | 0.08% | Add +6.2% | 2,791 | $1.4M |
| Latitude Advisors, LLC | 0.83% | Add +42.9% | 2,790 | $1.4M |
| Pacific Center for Financial Services | 0.38% | Add +29.1% | 2,788 | $1.4M |
| Capstone Wealth Management Group LLC | 1.14% | Add +0.0% | 2,785 | $1.4M |
| Inman Jager Wealth Management, LLC | 1.07% | Reduce -3.5% | 2,779 | $1.4M |
| Strategic Financial Partners, Ltd. | 0.75% | Add +1.8% | 2,770 | $1.4M |
| LifeGoal Investments, LLC | 1.53% | Reduce -5.5% | 2,949 | $1.4M |
| Wick Capital Partners, LLC | 0.42% | Reduce -8.6% | 2,754 | $1.4M |
| Compass Ion Advisors, LLC | 0.17% | Reduce -6.2% | 2,751 | $1.4M |
| Schiavi & Co LLC | 0.52% | New | 2,749 | $1.4M |
| IPG Investment Advisors LLC | 0.32% | Add +30.7% | 2,745 | $1.4M |
| Riverview Trust Co | 1.40% | No change | 2,740 | $1.4M |
| Bourgeon Capital Management LLC | 0.31% | Add +0.6% | 2,739 | $1.4M |
| Johnson Financial Group, Inc. | 0.07% | Reduce -24.1% | 2,739 | $1.4M |
| Marietta Investment Partners LLC | 0.34% | Reduce -0.5% | 2,738 | $1.4M |
| Arkfeld Wealth Strategies, L.L.C. | 0.61% | Add +38.2% | 2,814 | $1.4M |
| BetterWealth, LLC | 0.39% | Reduce -0.7% | 2,730 | $1.4M |
| Wolff Wiese Magana LLC | 0.95% | Add +25.8% | 2,726 | $1.4M |
| Bonfire Financial | 1.29% | Add +19.5% | 2,725 | $1.4M |
| Sabal Trust CO | 0.08% | Reduce -1.2% | 2,715 | $1.4M |
| Claris Financial LLC | 0.92% | No change | 2,588 | $1.4M |
| Verisail Partners, LLC | 0.64% | Add +1.7% | 2,711 | $1.4M |
| HHM Wealth Advisors, LLC | 0.19% | Add +1.8% | 2,708 | $1.4M |
| Ardmore Road Asset Management LP | 0.14% | Reduce -62.0% | 2,700 | $1.4M |
| NorthCrest Asset Manangement, LLC | 0.04% | Reduce -2.7% | 2,696 | $1.4M |
| Consolidated Portfolio Review Corp | 0.22% | Add +13.1% | 2,681 | $1.4M |
| Private Wealth Partners, LLC | 0.11% | Add +2.1% | 2,675 | $1.4M |
| Chemistry Wealth Management LLC | 0.32% | Add +0.0% | 2,674 | $1.4M |
| Brooklyn Investment Group | 0.29% | Add +72.2% | 2,646 | $1.4M |
| Smith Salley Wealth Management | 0.09% | Add +60.4% | 2,641 | $1.4M |
| Gallagher Fiduciary Advisors, LLC | 0.04% | Add +6.8% | 2,639 | $1.4M |
| Grey Ledge Advisors, LLC | 0.36% | Reduce -4.1% | 2,634 | $1.4M |
| Independence Financial Advisors, LLC | 0.51% | — | 2,624 | $1.3M |
| BHK Investment Advisors, LLC | 0.57% | No change | 2,617 | $1.3M |
| Adamsbrown Wealth Consultants LLC | 0.42% | Add +0.0% | 2,615 | $1.3M |
| Aspect Partners, LLC | 0.77% | Add +151.4% | 2,615 | $1.3M |
| Cibc World Markets Corp. | 0.01% | Add +0.8% | 2,613 | $1.3M |
| Valley Financial Group, Inc. | 0.89% | Add +0.1% | 2,612 | $1.3M |
| Magnolia Private Wealth, LLC | 1.13% | Add +2.9% | 2,610 | $1.3M |
| CFC Planning Co LLC | 1.46% | Add +2.8% | 2,606 | $1.3M |
| Eclectic Associates Inc. | 0.36% | Add +0.3% | 2,604 | $1.3M |
| BlackDiamond Wealth Management, LLC | 0.90% | Add +1.0% | 2,578 | $1.3M |
| EagleClaw Capital Managment, LLC | 0.21% | No change | 2,592 | $1.3M |
| Corundum Group, Inc. | 0.64% | Reduce -46.6% | 2,591 | $1.3M |
| Partners Wealth Management, LLC | 1.51% | Add +2.0% | 2,588 | $1.3M |
| Invesco Ltd. | 0.00% | Add +255.4% | 2,566 | $1.3M |
| Castleview Partners, LLC | 0.89% | Add +99.5% | 2,563 | $1.3M |
| Investors Asset Management of Georgia Inc. /Ga/ | 0.66% | Add +0.0% | 2,552 | $1.3M |
| Level Wealth Management LLC | 0.86% | Add +0.0% | 2,550 | $1.3M |
| Harmony Asset Management LLC | 0.55% | Reduce -1.5% | 2,549 | $1.3M |
| LCNB Corp. | 0.48% | Add +46.0% | 2,540 | $1.3M |
| Evolution Advisers, Inc. | 0.69% | Reduce -50.6% | 2,537 | $1.3M |
| Brand Asset Management Group, Inc. | 0.54% | Add +27.4% | 2,533 | $1.3M |
| Miller Investment Management, LP | 0.14% | No change | 2,529 | $1.3M |
| Jim Saulnier & Associates, LLC | 1.01% | Add +0.7% | 2,523 | $1.3M |
| Beck Mack & Oliver LLC | 0.03% | No change | 2,505 | $1.3M |
| Madrona Financial Services, LLC | 0.35% | Add +3.0% | 2,500 | $1.3M |
| BXM Wealth LLC | 1.54% | Reduce -22.3% | 2,500 | $1.3M |
| Richardson Capital Management LLC | 0.80% | Add +2.9% | 2,497 | $1.3M |
| Wingate Wealth Advisors, Inc. | 1.47% | Add +14.5% | 2,482 | $1.3M |
| Summit Place Financial Advisors, LLC | 0.72% | No change | 2,479 | $1.3M |
| Geometric Wealth Advisors | 0.22% | Add +3.2% | 2,478 | $1.3M |
| Peterson Wealth Advisors, LLC | 0.25% | Add +130.9% | 2,745 | $1.3M |
| Sather Financial Group Inc | 0.08% | Add +19.7% | 2,476 | $1.3M |
| MADDEN SECURITIES Corp | 0.49% | Reduce -0.1% | 2,467 | $1.3M |
| Marshall Investment Management, LLC | 0.79% | Add +0.8% | 2,467 | $1.3M |
| Wealthquest Corp | 0.11% | Reduce -6.3% | 2,466 | $1.3M |
| Rockingstone Advisors LLC | 0.57% | Reduce -0.7% | 2,461 | $1.3M |
| Jupiter Wealth Management LLC | 0.77% | No change | 2,312 | $1.3M |
| Smith Thornton Advisors LLC | 0.79% | Reduce -2.4% | 2,457 | $1.3M |
| V2 Financial group LLC | 0.81% | Add +21.3% | 2,451 | $1.3M |
| Garden State Investment Advisory Services LLC | 0.40% | Add +0.1% | 2,437 | $1.3M |
| Benchmark Investment Advisors LLC | 0.81% | Add +0.4% | 2,441 | $1.3M |
| New Republic Capital, LLC | 0.54% | Add +4.3% | 2,440 | $1.3M |
| Cyndeo Wealth Partners, LLC | 0.08% | Reduce -5.8% | 2,439 | $1.3M |
| Sierra Ocean, LLC | 0.99% | No change | 2,434 | $1.3M |
| Zevin Asset Management LLC | 0.20% | Reduce -13.1% | 2,424 | $1.2M |
| Midwest Heritage Bank, FSB | 0.51% | Add +0.2% | 2,424 | $1.2M |
| Elite Financial, Inc. | 0.66% | Reduce -6.7% | 2,420 | $1.2M |
| Mustard Seed Financial, LLC | 1.00% | Add +1.7% | 2,418 | $1.2M |
| Cahill Financial Advisors Inc. | 0.17% | Add +8.0% | 2,415 | $1.2M |
| XY Planning Network, Inc. | 0.83% | Add +88.9% | 2,412 | $1.2M |
| Lincoln Capital Corp. | 0.52% | New | 2,408 | $1.2M |
| Tolleson Wealth Management, Inc. | 0.24% | No change | 2,407 | $1.2M |
| Kaizen Financial Strategies | 0.72% | Add +0.5% | 2,407 | $1.2M |
| Princeton Global Asset Management LLC | 0.25% | Reduce -2.0% | 2,405 | $1.2M |
| RB Capital Management, LLC | 0.31% | Add +18.9% | 2,404 | $1.2M |
| Select Asset Management & Trust | 0.49% | No change | 2,404 | $1.2M |
| Eagle Bay Advisors LLC | 1.05% | Add +0.6% | 2,400 | $1.2M |
| LPWM LLC | 0.40% | New | 2,400 | $1.2M |
| Advyzon Investment Management, LLC | 0.43% | Reduce -31.9% | 2,386 | $1.2M |
| HM Payson & Co. | 0.02% | Add +12.5% | 2,377 | $1.2M |
| BG Investment Services, LLC | 1.31% | Add +3.3% | 2,369 | $1.2M |
| Chapin Davis, Inc. | 0.41% | Add +11.7% | 2,362 | $1.2M |
| Foster Group, Inc. | 0.05% | Add +1.5% | 2,347 | $1.2M |
| Pacific Asset Management, LLC | 1.08% | Add +10.9% | 2,347 | $1.2M |
| Snider Financial Group | 0.39% | No change | 2,346 | $1.2M |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 0.31% | Reduce -4.0% | 2,346 | $1.2M |
| Beacon Financial Advisory LLC | 0.37% | Reduce -13.1% | 2,346 | $1.2M |
| McGuire Investment Group, LLC | 0.18% | No change | 2,343 | $1.2M |
| Schechter Investment Advisors, LLC | 0.10% | Reduce -1.9% | 2,337 | $1.2M |
| Coastal Bridge Advisors, LLC | 0.17% | Add +203.9% | 2,325 | $1.2M |
| Millstone Evans Group, LLC | 0.81% | Reduce -0.6% | 2,323 | $1.2M |
| Cross Staff Investments Inc | 0.90% | No change | 2,320 | $1.2M |
| SlateStone Wealth, LLC | 0.12% | Add +0.0% | 2,319 | $1.2M |
| MTM Investment Management, LLC | 0.46% | Add +80.5% | 2,308 | $1.2M |
| Klingenstein Fields & Co. LP | 0.05% | No change | 2,308 | $1.2M |
| Capstone Financial Advisors, Inc. | 0.07% | Add +19.6% | 2,305 | $1.2M |
| Rovin Capital /Ut/ | 0.38% | Add +0.3% | 2,303 | $1.2M |
| Broadleaf Partners, LLC | 0.31% | Add +21.5% | 2,301 | $1.2M |
| Maple Capital Management, Inc. | 0.09% | Reduce -1.7% | 2,300 | $1.2M |
| WealthPLAN Partners, LLC | 0.17% | Add +31.4% | 2,300 | $1.2M |
| Anfield Capital Management, LLC | 0.43% | No change | 2,292 | $1.2M |
| Mystic Asset Management, Inc. | 0.31% | Add +0.8% | 2,291 | $1.2M |
| Olistico Wealth, LLC | 0.73% | Add +0.5% | 2,290 | $1.2M |
| Walleye Trading LLC | 0.03% | Add +37.8% | 2,282 | $1.2M |
| Wimmer Associates 1, LLC | 0.62% | Reduce -16.4% | 2,172 | $1.2M |
| Parcion Private Wealth LLC | 0.09% | No change | 2,266 | $1.2M |
| TFC Financial Management, Inc. | 0.18% | Add +0.1% | 2,254 | $1.2M |
| Meridian Management Co. | 0.36% | Reduce -11.4% | 2,251 | $1.2M |
| Sittner & Nelson, LLC | 0.49% | Add +10.7% | 2,244 | $1.2M |
| Peterson Wealth Services | 0.36% | Reduce -31.6% | 2,239 | $1.2M |
| Benchmark Financial Wealth Advisors, LLC | 0.43% | Add +27.2% | 2,237 | $1.1M |
| AMJ Financial Wealth Management | 0.34% | New | 2,230 | $1.1M |
| Melone Private Wealth, LLC | 0.60% | Add +0.3% | 2,229 | $1.1M |
| Northeast Financial Group, Inc. | 0.43% | Reduce -9.9% | 2,228 | $1.1M |
| Greystone Financial Group, LLC | 0.21% | Reduce -20.7% | 2,224 | $1.1M |
| Alkeme Wealth, LLC | 0.51% | No change | 2,224 | $1.1M |
| PVG Asset Management Corp. | 4.97% | Reduce -0.1% | 2,224 | $1.1M |
| Compass Financial Services Inc | 0.60% | Add +0.4% | 2,223 | $1.1M |
| Madison Wealth Partners, Inc | 0.28% | Add +0.1% | 2,221 | $1.1M |
| FRG Family Wealth Advisors LLC | 0.22% | Add +20.6% | 2,220 | $1.1M |
| CapWealth Advisors, LLC | 0.12% | Add +1.2% | 2,219 | $1.1M |
| Gradient Investments LLC | 0.02% | Add +2.1% | 2,217 | $1.1M |
| CPC Advisors, LLC | 0.16% | Reduce -88.7% | 2,216 | $1.1M |
| Citizens National Bank Trust Department | 0.24% | Reduce -0.5% | 2,215 | $1.1M |
| Alteri Wealth LLC | 0.50% | Add +8.9% | 2,210 | $1.1M |
| Smallwood Wealth Investment Management, LLC | 0.71% | No change | 2,209 | $1.1M |
| Rezny Wealth Management, Inc. | 0.32% | Add +7.4% | 2,204 | $1.1M |
| Verity Asset Management, Inc. | 0.46% | Add +100.0% | 2,194 | $1.1M |
| Sandhill Capital Partners LLC | 0.09% | Add +17.8% | 2,189 | $1.1M |
| Cresta Advisors, Ltd. | 0.58% | Reduce -0.7% | 2,185 | $1.1M |
| Bernardo Wealth Planning LLC | 0.27% | Add +0.3% | 2,184 | $1.1M |
| Capital Square, LLC | 0.66% | Add +5.9% | 2,183 | $1.1M |
| AIFG Consultants Ltd. | 1.85% | Reduce -2.3% | 2,181 | $1.1M |
| Ellevest, Inc. | 0.07% | Reduce -18.1% | 2,179 | $1.1M |
| Silicon Valley Capital Partners | 0.15% | Add +6.1% | 2,187 | $1.1M |
| Allium Financial Advisors, LLC | 1.01% | — | 2,165 | $1.1M |
| Glen Eagle Advisors, LLC | 0.18% | Add +3.3% | 2,162 | $1.1M |
| Gill Capital Partners, LLC | 0.38% | Add +15.0% | 2,161 | $1.1M |
| Colonial Trust Advisors | 0.10% | Add +1.9% | 2,158 | $1.1M |
| Moneco Advisors, LLC | 0.11% | Add +11.4% | 2,149 | $1.1M |
| Stage Harbor Financial, LLC | 0.93% | No change | 2,148 | $1.1M |
| DecisionPoint Financial, LLC | 0.32% | Reduce -0.3% | 2,136 | $1.1M |
| Stonekeep Investments, LLC | 0.81% | Reduce -2.3% | 2,134 | $1.1M |
| Thomasville National Bank | 0.08% | Add +0.9% | 2,132 | $1.1M |
| Unique Wealth, LLC | 0.21% | Reduce -18.1% | 2,124 | $1.1M |
| Amplius Wealth Advisors, LLC | 0.11% | Add +0.8% | 2,124 | $1.1M |
| Parr McKnight Wealth Management Group, LLC | 0.16% | Reduce -3.9% | 2,121 | $1.1M |
| Juncture Wealth Strategies, LLC | 0.42% | Reduce -4.5% | 2,119 | $1.1M |
| SFG Wealth Management, LLC. | 0.53% | Reduce -9.3% | 2,105 | $1.1M |
| Integrity Wealth Solutions LLC | 0.59% | Add +40.5% | 2,103 | $1.1M |
| Fairman Group, LLC | 0.99% | Add +0.1% | 2,006 | $1.1M |
| Invst, LLC | 0.15% | Add +5.9% | 2,097 | $1.1M |
| IAG Wealth Partners, LLC | 0.17% | Add +162.7% | 2,094 | $1.1M |
| MSA Advisors, LLC | 0.28% | No change | 2,093 | $1.1M |
| Clear Point Advisors Inc. | 0.97% | Reduce -3.5% | 2,091 | $1.1M |
| Hamilton Capital, LLC | 0.07% | Add +207.3% | 2,090 | $1.1M |
| Westwood Holdings Group Inc. | 0.01% | Add +3.9% | 2,080 | $1.1M |
| Edgemoor Investment Advisors, Inc. | 0.10% | Reduce -3.0% | 2,078 | $1.1M |
| Keystone Financial Services, LLC | 0.90% | Add +239.6% | 2,075 | $1.1M |
| Glaxis Capital Management, LLC | 4.12% | Add +0.3% | 2,073 | $1.1M |
| Toth Financial Advisory Corp. | 0.13% | Add +0.5% | 2,072 | $1.1M |
| Total Investment Management Inc. | 0.14% | Add +217.1% | 2,058 | $1.1M |
| GatePass Capital, LLC | 0.80% | Add +32.0% | 2,056 | $1.1M |
| Birch Hill Investment Advisors LLC | 0.05% | Reduce -3.4% | 2,056 | $1.1M |
| King Wealth Management Group | 0.16% | Add +0.1% | 2,054 | $1.1M |
| Up Strategic Wealth Investment Advisors LLC | 0.94% | No change | 2,054 | $1.1M |
| Park Place Capital Corp | 0.29% | Reduce -3.6% | 2,049 | $1.1M |
| TLWM | 0.21% | Add +5.9% | 2,046 | $1.1M |
| GEM Asset Management, LLC | 0.59% | Reduce -13.5% | 2,032 | $1.0M |
| Family Manage LLC | 0.17% | No change | 2,039 | $1.0M |
| City State Bank | 0.35% | Add +32.1% | 2,038 | $1.0M |
| Farmers National Bank | 0.29% | Add +9.5% | 2,031 | $1.0M |
| Asset Allocation Strategies LLC | 0.26% | Add +0.7% | 2,030 | $1.0M |
| Fairview Capital Investment Management, LLC | 0.06% | Add +144.0% | 2,023 | $1.0M |
| Bluespring Wealth Management, LLC | 0.11% | Reduce -11.6% | 2,022 | $1.0M |
| FLC Capital Advisors | 0.23% | Add +6.0% | 2,019 | $1.0M |
| Members Wealth LLC | 0.78% | Add +6.3% | 2,009 | $1.0M |
| Catalyst Private Wealth, LLC | 0.50% | Add +25.1% | 2,008 | $1.0M |
| Baron Wealth Management LLC | 0.45% | Add +0.3% | 2,006 | $1.0M |
| Strata Wealth Advisors, LLC | 0.32% | Add +28.4% | 2,006 | $1.0M |
| Kanawha Capital Management LLC | 0.08% | No change | 2,004 | $1.0M |
| Beck Capital Management, LLC | 0.30% | Reduce -2.4% | 1,997 | $1.0M |
| Fortune Financial Advisors, LLC | 0.88% | Add +120.9% | 1,995 | $1.0M |
| Tull Financial Group, Inc. | 0.60% | Reduce -0.8% | 1,992 | $1.0M |
| Argonautica Private Wealth Management, Inc. | 0.35% | Reduce -1.4% | 1,990 | $1.0M |
| VERITY Wealth Advisors | 0.76% | No change | 1,985 | $1.0M |
| Cutler Capital Management, LLC | 0.45% | Add +0.3% | 1,977 | $1.0M |
| Significant Wealth Partners LLC | 0.52% | Add +19.4% | 1,976 | $1.0M |
| Refined Wealth Management | 0.82% | Add +35.6% | 1,957 | $1.0M |
| Power Wealth Management LLC | 0.41% | Add +4.9% | 1,953 | $1.0M |
| Herbst Group, LLC | 0.71% | Add +7.9% | 1,950 | $1.0M |
| Cullen Investment Group, LTD. | 0.15% | Add +7.8% | 1,949 | $1.0M |
| Lynx Investment Advisory | 0.67% | Add +4.7% | 1,949 | $1.0M |
| Acas, LLC | 0.76% | Add +0.4% | 1,951 | $1.0M |
| KCM Investment Advisors LLC | 0.04% | Add +1.5% | 1,948 | $1.0M |
| Plotkin Financial Advisors, LLC | 0.61% | No change | 1,937 | $995K |
| Avenir Corp. | 0.10% | No change | 1,930 | $992K |
| Delta Financial Group, Inc. | 0.23% | Add +12.2% | 1,871 | $991K |
| Creekmur Asset Management LLC | 0.21% | Add +1989.1% | 1,922 | $988K |
| Morling Financial Advisors, LLC | 0.34% | No change | 1,921 | $987K |
| Warther Private Wealth, LLC | 0.33% | Add +49.0% | 1,921 | $987K |
| Sherwood Financial Partners, LLC | 0.96% | New | 1,916 | $985K |
| Wealth Management Nebraska | 0.15% | Reduce -14.0% | 1,915 | $984K |
| Plum Street Advisors, LLC | 0.47% | Reduce -3.3% | 1,905 | $979K |
| Wayfinding Financial, LLC | 0.43% | Reduce -13.5% | 1,906 | $979K |
| Smart Money Group LLC | 0.33% | Reduce -85.1% | 1,902 | $978K |
| Austin Private Wealth, LLC | 0.09% | Reduce -4.8% | 1,899 | $976K |
| Wade Financial Advisory, Inc | 0.33% | Add +12.5% | 1,894 | $973K |
| Duncker Streett & Co. Inc. | 0.19% | Add +2.3% | 1,885 | $969K |
| Perennial Advisors, LLC | 0.19% | New | 1,880 | $966K |
| Valley Wealth Managers, Inc. | 0.07% | Reduce -3.0% | 1,878 | $965K |
| Montis Financial, LLC | 0.28% | Add +61.2% | 1,870 | $961K |
| 49 Wealth Management, LLC | 0.12% | Reduce -15.2% | 1,869 | $961K |
| Vestor Capital, LLC | 0.08% | Reduce -5.9% | 1,869 | $960K |
| IMPACTfolio, LLC | 0.50% | Reduce -31.6% | 1,868 | $960K |
| Sei Investments Co. | 0.00% | Add +73.3% | 1,866 | $959K |
| Iron Horse Wealth Management, LLC | 0.31% | Add +1.1% | 1,866 | $959K |
| Acorn Wealth Advisors, LLC | 0.40% | Add +30.1% | 1,862 | $957K |
| Foguth Wealth Management, LLC. | 0.23% | Add +18.9% | 1,859 | $956K |
| Fiduciary Alliance LLC | 0.09% | Add +55.7% | 1,859 | $955K |
| Creekside Partners | 0.50% | Add +15.1% | 1,854 | $953K |
| Resources Management Corp. /CT/ | 0.13% | Add +6.9% | 1,853 | $952K |
| First Financial Bank - Trust Division | 0.09% | Add +9.3% | 1,852 | $952K |
| Retirement Planning Co of New England, Inc. | 0.47% | Reduce -0.1% | 1,851 | $951K |
| Cornerstone Planning Group LLC | 0.23% | Add +47.4% | 1,932 | $951K |
| Oakwell Private Wealth Management, LLC | 0.26% | Add +8.8% | 1,839 | $945K |
| Aurora Private Wealth, Inc. | 0.75% | Reduce -0.7% | 1,839 | $945K |
| MOKAN Wealth Management Inc. | 0.57% | Add +20.0% | 1,833 | $944K |
| Allred Capital Management, LLC | 0.38% | Reduce -1.8% | 1,834 | $943K |
| Prosperity Consulting Group, LLC | 0.07% | Add +7.2% | 1,833 | $942K |
| Fielder Capital Group LLC | 0.27% | Reduce -2.1% | 1,829 | $940K |
| Accredited Investor Services, LLC | 0.78% | Add +6.9% | 1,828 | $939K |
| Accretive Wealth Partners, LLC | 0.33% | Add +92.2% | 1,828 | $939K |
| Brookwood Investment Group LLC | 0.16% | — | 1,826 | $939K |
| Presilium Private Wealth, LLC | 0.21% | No change | 1,823 | $937K |
| Saranac Partners Ltd | 0.54% | Reduce -5.5% | 1,822 | $936K |
| New Millennium Group LLC | 0.61% | Reduce -11.0% | 1,821 | $936K |
| Capstone Wealth Management Group, LLC | 0.53% | Add +0.1% | 1,814 | $932K |
| Jessup Wealth Management, Inc | 0.39% | Add +23.3% | 1,814 | $932K |
| CPA Asset Management Group, LLC | 0.41% | Reduce -9.9% | 1,811 | $931K |
| Compton Wealth Advisory Group, LLC | 0.26% | New | 1,808 | $929K |
| Main Management LLC | 0.08% | No change | 1,807 | $929K |
| LGL Partners, LLC | 0.45% | Reduce -99.6% | 1,807 | $929K |
| Ameliora Wealth Management Ltd. | 0.35% | Reduce -41.0% | 1,807 | $929K |
| Financial Futures Ltd Liability Co. | 0.53% | No change | 1,805 | $928K |
| Ritter Daniher Financial Advisory LLC / DE | 0.25% | Reduce -0.2% | 1,803 | $927K |
| Morey & Quinn Wealth Partners, LLC | 0.77% | Add +14.4% | 1,800 | $925K |
| Wealth Dimensions Group, Ltd. | 0.22% | Add +0.3% | 1,798 | $924K |
| Burns J W & Co. Inc. | 0.12% | Add +0.2% | 1,790 | $920K |
| Mogy Joel R Investment Counsel Inc. | 0.06% | Reduce -10.1% | 1,790 | $920K |
| SYM FINANCIAL Corp | 0.11% | Add +239.0% | 1,790 | $920K |
| Mission Creek Capital Partners, Inc. | 0.22% | Reduce -10.9% | 1,784 | $917K |
| RVW Wealth, LLC | 0.09% | Add +17.8% | 1,780 | $915K |
| Peoples Financial Services Corp. | 0.44% | Add +0.6% | 1,779 | $914K |
| Haven Private, LLC | 0.52% | Add +102.5% | 1,778 | $914K |
| Grey Fox Wealth Advisors, LLC | 0.24% | Add +1.5% | 1,776 | $913K |
| WealthBridge Capital Management, LLC | 0.26% | Add +4.1% | 1,776 | $913K |
| Lane & Associates LLC | 0.49% | Add +18.1% | 1,770 | $910K |
| Summit X, LLC | 0.19% | Add +6.8% | 1,769 | $909K |
| HRT Financial LP | 0.01% | Reduce -68.2% | 1,769 | $909K |
| Carrera Capital Advisors | 0.20% | Add +8.8% | 1,753 | $901K |
| City National Bank of Florida | 0.81% | Add +14.3% | 1,748 | $898K |
| Barrett & Company, Inc. | 0.39% | No change | 1,748 | $898K |
| Tidemark, LLC | 0.33% | Add +12.9% | 1,743 | $896K |
| Financial Freedom, LLC | 0.51% | No change | 1,742 | $895K |
| Bayesian Capital Management, LP | 0.15% | New | 1,742 | $895K |
| Silverlake Wealth Management LLC | 0.34% | Add +15.3% | 1,740 | $894K |
| Chilton Investment Co. Inc. | 0.02% | Add +3.2% | 1,731 | $890K |
| Taurus Asset Management, LLC | 0.09% | Reduce -9.7% | 1,730 | $889K |
| Atlantic Edge Private Wealth Management, LLC | 0.27% | Reduce -47.7% | 1,729 | $889K |
| Twin City Private Wealth, LLC | 0.78% | Add +0.6% | 1,729 | $888K |
| Goelzer Investment Management, Inc. | 0.05% | Add +26.6% | 1,725 | $887K |
| McRae Capital Management Inc. | 0.19% | No change | 1,721 | $884K |
| Optima Capital LLC | 0.56% | Reduce -4.8% | 1,725 | $884K |
| Chesapeake Wealth Management | 0.32% | Reduce -5.1% | 1,719 | $883K |
| Congress Asset Management Co. | 0.01% | Add +2.8% | 1,711 | $879K |
| Richard P Slaughter Associates Inc | 0.20% | Reduce -0.1% | 1,706 | $877K |
| BFI Infinity Ltd. | 0.95% | Reduce -6.3% | 1,705 | $876K |
| Transce3nd, LLC | 0.39% | Reduce -20.9% | 1,714 | $876K |
| Walker Asset Management, LLC | 0.53% | Add +2.2% | 1,699 | $873K |
| Graves Light Lenhart Wealth, Inc. | 0.11% | Reduce -12.9% | 1,697 | $872K |
| NTV Asset Management LLC | 0.12% | Add +0.5% | 1,696 | $872K |
| Dudley Capital Management, LLC | 0.47% | Add +0.8% | 1,695 | $871K |
| Shaker Investments LLC | 0.42% | Add +0.3% | 1,689 | $868K |
| Novus Advisors, LLC | 0.88% | Add +44.1% | 1,689 | $868K |
| Aerodigm Wealth, LLC | 0.48% | Add +46.9% | 1,686 | $866K |
| Eagle Global Advisors LLC | 0.04% | No change | 1,684 | $866K |
| Arcus Capital Partners, LLC | 0.35% | New | 1,683 | $865K |
| Sachetta, LLC | 0.35% | Add +8.2% | 1,683 | $865K |
| Summit Asset Management, LLC | 0.15% | No change | 1,683 | $865K |
| Cura Wealth Advisors, LLC | 0.35% | Add +45.5% | 1,680 | $863K |
| Financial Connections Group, Inc. | 0.39% | Reduce -4.6% | 1,678 | $862K |
| Key Financial Inc | 0.19% | Add +57.5% | 1,676 | $861K |
| Empirical Finance, LLC | 0.05% | No change | 1,673 | $860K |
| 4WEALTH Advisors, Inc. | 0.95% | Add +180.1% | 1,672 | $859K |
| SwitchPoint Financial Planning, LLC | 0.81% | No change | 1,671 | $859K |
| CLG LLC | 0.30% | Add +3.4% | 1,670 | $858K |
| Halbert Hargrove Global Advisors, LLC | 0.05% | Add +96.9% | 1,666 | $856K |
| Midwest Capital Advisors, LLC | 0.52% | No change | 1,664 | $855K |
| Azimuth Capital Investment Management LLC | 0.03% | Reduce -0.3% | 1,661 | $853K |
| Alpha Financial Partners LLC | 0.68% | Reduce -43.5% | 1,659 | $852K |
| Anderson Hoagland & Co. | 0.10% | Reduce -9.4% | 1,866 | $852K |
| Able Wealth Management LLC | 0.50% | Reduce -6.7% | 1,655 | $850K |
| GAMMA Investing LLC | 0.06% | Add +5.1% | 1,653 | $849K |
| Trexquant Investment LP | 0.01% | Reduce -19.8% | 1,653 | $849K |
| Signet Financial Management, LLC | 0.11% | Reduce -0.7% | 1,651 | $848K |
| Dupree Financial Group, LLC | 0.36% | Add +0.3% | 1,649 | $847K |
| Fairvoy Private Wealth, LLC | 0.23% | Reduce -1.2% | 1,648 | $847K |
| Wallace Capital Management Inc. | 0.11% | Reduce -0.1% | 1,646 | $846K |
| Williams & Novak, LLC | 0.83% | Reduce -4.8% | 1,638 | $845K |
| Wallace Advisory Group, LLC | 0.58% | New | 1,565 | $843K |
| Legacy Wealth Management, LLC / MS | 0.28% | Reduce -58.9% | 1,641 | $843K |
| Christopher J. Hasenberg, Inc | 0.35% | Reduce -97.0% | 1,633 | $842K |
| Matauro, LLC | 0.17% | Add +23.7% | 1,633 | $839K |
| Wealth Management Strategies, Inc. | 0.56% | Add +0.3% | 1,632 | $839K |
| Van Hulzen Asset Management, LLC | 0.08% | Add +0.6% | 1,632 | $839K |
| Retirement Solution LLC | 0.24% | Add +31.2% | 1,631 | $838K |
| Neumann Capital Management, LLC | 0.29% | Add +73.3% | 1,629 | $837K |
| Sage Investment Counsel LLC | 1.06% | Reduce -7.1% | 1,625 | $835K |
| First Nebraska Trust Co | 0.08% | No change | 1,624 | $835K |
| ORBA Wealth Advisors, L.L.C. | 0.42% | No change | 1,619 | $832K |
| Advance Capital Management, Inc. | 0.04% | Reduce -3.7% | 1,618 | $831K |
| Boyce & Associates Wealth Consulting, Inc. | 0.83% | No change | 1,617 | $831K |
| Dodge & Cox | 0.00% | New | 1,611 | $828K |
| Meridian Financial Advisors, LLC | 0.58% | Add +21.8% | 1,609 | $827K |
| Colonial Trust Co / SC | 0.13% | Add +11.1% | 1,608 | $827K |
| Sequent Planning LLC | 0.30% | Add +2.9% | 1,602 | $823K |
| Brogan Financial, Inc. | 0.40% | Add +3.6% | 1,602 | $823K |
| Pathway Financial Advisors LLC | 0.15% | Add +6.5% | 1,600 | $822K |
| Pine Harbor Wealth Management, LLC | 0.33% | Add +11.5% | 1,595 | $820K |
| PKS Advisory Services, LLC | 0.22% | Add +6.4% | 1,595 | $820K |
| Folger Nolan Fleming Douglas Capital Management, Inc. | 0.09% | No change | 1,586 | $815K |
| Pinkerton Wealth, LLC | 0.11% | Add +93.9% | 1,578 | $811K |
| FreeGulliver LLC | 0.41% | Reduce -8.7% | 1,577 | $811K |
| Vestment Financial LLC | 0.58% | Reduce -0.1% | 1,569 | $811K |
| Revisor Wealth Management LLC | 0.36% | Reduce -0.3% | 1,575 | $810K |
| Washington Capital Management, Inc. | 0.65% | Reduce -1.5% | 1,575 | $809K |
| Arcadia Investment Advisors LLC | 0.45% | No change | 1,569 | $806K |
| Flywheel Private Wealth LLC | 0.73% | Add +6.9% | 1,565 | $805K |
| Dimension Capital Management LLC | 0.14% | No change | 1,565 | $804K |
| Cornell Pochily Investment Advisors, Inc. | 0.28% | Reduce -0.5% | 1,550 | $796K |
| Woodley Farra Manion Portfolio Management Inc. | 0.04% | No change | 1,546 | $795K |
| Tilia Fiduciary Partners, Inc. | 0.53% | Reduce -0.3% | 1,542 | $792K |
| Covington Investment Advisors Inc. | 0.12% | Add +2.9% | 1,540 | $791K |
| FC Advisory LLC | 0.27% | Add +0.3% | 1,538 | $790K |
| Moody LYNN Lieberson & Walker, LLC | 0.05% | Reduce -0.5% | 1,538 | $790K |
| Synergy Asset Management, LLC | 0.10% | Add +554.5% | 1,538 | $790K |
| Obsidian Personal Planning Solutions LLC | 0.35% | Add +3.1% | 1,550 | $790K |
| Hudson Value Partners, LLC | 0.30% | No change | 1,537 | $790K |
| New Hampshire Trust | 0.18% | Reduce -59.3% | 1,537 | $790K |
| First Wilshire Securities Management Inc. | 0.23% | No change | 1,533 | $788K |
| Howe & Rusling Inc. | 0.07% | Add +17.3% | 1,528 | $785K |
| One Charles Private Wealth Services, LLC | 0.25% | Add +42.9% | 1,525 | $784K |
| Prostatis Group LLC | 0.25% | Reduce -4.0% | 1,522 | $782K |
| CGN Advisors LLC | 0.08% | Add +5.3% | 1,521 | $782K |
| Rinkey Investments | 0.25% | Add +6.0% | 1,521 | $781K |
| Gibson Capital, LLC | 0.16% | Reduce -31.4% | 1,520 | $781K |
| Sunbelt Securities, Inc. | 0.07% | Add +41.7% | 1,516 | $779K |
| Interactive Financial Advisors, Inc. | 0.41% | Reduce -6.6% | 1,514 | $778K |
| Fingerlakes Wealth Management, Inc. | 0.66% | Add +3.0% | 1,514 | $778K |
| Wilkins Miller Wealth Management, LLC | 0.58% | New | 1,509 | $776K |
| Farmers Trust Co. | 0.15% | No change | 1,509 | $775K |
| Forum Private Client Group LLC | 0.34% | Reduce -3.6% | 1,505 | $774K |
| Institute for Wealth Management, LLC. | 0.10% | Reduce -17.8% | 1,503 | $773K |
| Arbor Wealth Advisors LLC | 0.69% | No change | 1,496 | $769K |
| Hall Capital Management Co. Inc. | 0.36% | No change | 1,496 | $769K |
| Crews Bank & Trust | 0.13% | Reduce -1.9% | 1,496 | $769K |
| Maryland Capital Advisors Inc. | 0.34% | No change | 1,490 | $766K |
| Main Street Group, LTD | 0.34% | Reduce -1.0% | 1,490 | $765K |
| RPS Advisory Solutions LLC | 0.54% | Add +3.5% | 1,484 | $763K |
| Wealth Alliance, LLC | 0.09% | Add +2.4% | 1,479 | $760K |
| W Advisors, LLC | 0.47% | Add +24.2% | 1,476 | $758K |
| Lam Group, Inc. | 0.56% | Reduce -21.1% | 1,475 | $758K |
| DiNuzzo Private Wealth, Inc. | 0.10% | No change | 1,468 | $754K |
| National Wealth Management Group, LLC | 0.49% | Reduce -1.6% | 1,465 | $753K |
| Cumberland Partners Ltd | 0.06% | No change | 1,463 | $752K |
| Collaborative Wealth Managment Inc. | 0.35% | Add +3.5% | 1,460 | $750K |
| Tounjian Advisory Partners, LLC | 0.14% | — | 1,460 | $750K |
| Copperwynd Financial, LLC | 0.21% | Reduce -93.6% | 1,459 | $750K |
| Northern Capital Management, Inc. | 0.49% | Add +14.1% | 1,452 | $746K |
| Willow Creek Wealth Management Inc. | 0.07% | Add +30.1% | 1,451 | $746K |
| Pavion Blue Capital, LLC | 0.36% | No change | 1,451 | $746K |
| Kieckhefer Group LLC | 0.54% | Add +20.5% | 1,451 | $746K |
| Trivant Custom Portfolio Group, LLC | 0.43% | No change | 1,447 | $744K |
| Chiron Capital Management, LLC | 0.68% | Reduce -4.9% | 1,447 | $743K |
| Wealth Forward, LLC | 0.53% | No change | 1,437 | $738K |
| Graney & King, LLC | 0.55% | Reduce -19.1% | 1,430 | $735K |
| Astoria Strategic Wealth, Inc. | 0.22% | No change | 1,430 | $735K |
| B & T Capital Management DBA Alpha Capital Management | 0.14% | Reduce -1.0% | 1,429 | $735K |
| Rothschild Capital Partners, LLC | 0.19% | Add +21.5% | 1,428 | $734K |
| Watchman Group, Inc. | 0.21% | Reduce -8.2% | 1,425 | $732K |
| Lakewood Asset Management LLC | 0.49% | Reduce -6.1% | 1,421 | $730K |
| Gateway Wealth Partners, LLC | 0.16% | Reduce -32.3% | 1,420 | $730K |
| Interchange Capital Partners, LLC | 0.20% | Add +0.1% | 1,419 | $729K |
| Northwest Capital Management Inc | 0.30% | Add +0.1% | 1,417 | $728K |
| Holos Integrated Wealth LLC | 0.48% | No change | 1,416 | $728K |
| Abundance Wealth Counselors | 0.15% | Add +5.2% | 1,504 | $726K |
| DHJJ Financial Advisors, Ltd. | 0.29% | Reduce -35.0% | 1,412 | $726K |
| Stokes Capital Advisors, LLC | 0.18% | Reduce -35.9% | 1,411 | $725K |
| Penn Davis McFarland Inc. | 0.09% | Reduce -9.6% | 1,410 | $725K |
| Berkshire Asset Management LLC | 0.03% | Add +0.1% | 1,391 | $722K |
| Consilium Wealth Advisory, LLC | 0.36% | No change | 1,403 | $721K |
| Ashford Advisors, LLC | 0.18% | No change | 1,402 | $721K |
| Porter White Investment Advisors, Inc. | 0.36% | Reduce -0.9% | 1,401 | $720K |
| GPS Wealth Strategies Group, LLC | 0.10% | Add +4.5% | 1,401 | $720K |
| E Fund Management Co., Ltd. | 0.03% | Add +54.3% | 1,398 | $718K |
| E Fund Management (Hong Kong) Co., Ltd. | 0.64% | Add +54.3% | 1,398 | $718K |
| Shira Ridge Wealth Management | 0.36% | Reduce -1.3% | 1,397 | $718K |
| New Age Alpha Advisors, LLC | 0.03% | New | 1,395 | $717K |
| Broadview Financial Management, LLC | 0.53% | Reduce -11.1% | 1,392 | $715K |
| Accurate Wealth Management, LLC | 0.14% | Add +60.9% | 1,453 | $713K |
| Advisory Resource Group | 0.15% | Add +16.6% | 1,387 | $713K |
| Yoffe Investment Management, LLC | 1.04% | No change | 1,384 | $711K |
| Trifecta Capital Advisors, LLC | 0.15% | Add +22.6% | 1,384 | $711K |
| Holderness Investments Co. | 0.17% | Add +27.2% | 1,383 | $711K |
| Lee Financial Co | 0.11% | Add +25.8% | 1,382 | $710K |
| Texas Bank & Trust Co | 0.30% | No change | 1,380 | $709K |
| Hopwood Financial Services, Inc. | 0.55% | Reduce -1.7% | 1,374 | $706K |
| Avalon Advisory Group | 0.33% | Add +30.2% | 1,372 | $705K |
| Kennedy Investment Group, Inc. | 0.33% | Add +5.9% | 1,371 | $704K |
| OLIO Financial Planning | 0.24% | Add +0.1% | 1,368 | $703K |
| ArborFi Advisors, LLC | 0.69% | No change | 1,355 | $696K |
| Wealth Management Associates, Inc. | 0.30% | Add +10.3% | 1,354 | $696K |
| Kelman-Lazarov, Inc. | 0.13% | Reduce -16.2% | 1,351 | $694K |
| Prudent Man Advisors, LLC | 0.25% | Add +98.2% | 1,350 | $694K |
| Tillman Hartley LLC | 0.20% | Add +0.6% | 1,347 | $692K |
| Wolf Group Capital Advisors | 0.23% | Add +31.1% | 1,344 | $691K |
| GFS Advisors, LLC | 0.14% | No change | 1,340 | $689K |
| Alpha Zero LLC | 0.52% | Add +7.0% | 1,339 | $688K |
| Investmark Advisory Group LLC | 0.34% | Add +0.4% | 1,336 | $687K |
| Insight Inv LLC | 0.47% | Add +11.9% | 1,336 | $687K |
| OneAscent Family Office, LLC | 0.64% | New | 1,335 | $686K |
| Hantz Financial Services, Inc. | 0.01% | Add +134.6% | 1,328 | $682K |
| Cahill Wealth Management, LLC | 0.35% | Add +0.3% | 1,326 | $681K |
| Amara Financial, Llc. | 0.63% | Reduce -0.8% | 1,323 | $680K |
| Firestone Capital Management | 0.18% | Add +2.1% | 1,321 | $679K |
| Sharp Wealth Advisory, LLC | 0.52% | Add +15.2% | 1,318 | $677K |
| Reyes Financial Architecture, Inc. | 0.50% | Add +10.1% | 1,314 | $675K |
| Financial Management Network Inc. | 0.15% | Reduce -6.4% | 1,455 | $674K |
| Greenberg Financial Group | 0.28% | — | 1,127 | $673K |
| Dearborn Partners LLC | 0.03% | Add +2.2% | 1,309 | $673K |
| Brandywine Oak Private Wealth LLC | 0.07% | No change | 1,301 | $668K |
| Howard Capital Management Group, LLC | 0.05% | Add +0.1% | 1,297 | $666K |
| Cerro Pacific Wealth Advisors LLC | 0.22% | Reduce -6.2% | 1,236 | $666K |
| Ledyard National Bank | 0.07% | Reduce -3.4% | 1,294 | $665K |
| Opes Wealth Management LLC | 0.13% | Reduce -2.3% | 1,294 | $665K |
| Adell Harriman & Carpenter Inc. | 0.05% | Add +8.8% | 1,293 | $665K |
| CBIZ Investment Advisory Services, LLC | 0.03% | No change | 1,291 | $663K |
| Focused Wealth Management, Inc | 0.09% | Add +224.4% | 1,291 | $663K |
| GFG Capital, LLC | 0.20% | Add +16.9% | 1,290 | $663K |
| Woodward Diversified Capital, LLC | 0.47% | Add +1.2% | 1,288 | $662K |
| Signature Resources Capital Management, LLC | 0.57% | Add +31.5% | 1,287 | $661K |
| Emprise Bank | 0.35% | No change | 1,286 | $661K |
| Signature Wealth Management Group | 0.26% | Add +2.5% | 1,285 | $660K |
| Formidable Asset Management, LLC | 0.11% | Reduce -1.7% | 1,284 | $660K |
| Whalen Wealth Management Inc. | 0.44% | Reduce -46.3% | 1,280 | $658K |
| Inspire Advisors, LLC | 0.08% | Add +215.3% | 1,277 | $656K |
| Beckerman Institutional, LLC | 0.47% | Add +11.7% | 1,274 | $655K |
| Birinyi Associates Inc. | 0.21% | New | 1,275 | $655K |
| Jamison Private Wealth Management, Inc. | 0.10% | Add +0.2% | 1,274 | $655K |
| Ironwood Financial, llc | 0.14% | Reduce -24.1% | 1,266 | $651K |
| Coastwise Capital Group, LLC | 0.55% | Reduce -46.4% | 1,266 | $651K |
| Unique Wealth Strategies, LLC | 0.30% | Reduce -11.0% | 1,265 | $650K |
| Foster & Motley Inc. | 0.04% | Reduce -4.1% | 1,265 | $650K |
| American Money Management, LLC | 0.12% | Reduce -1.3% | 1,265 | $650K |
| Ackerman Asset Management, LLC | 0.59% | — | 1,264 | $650K |
| McLean Asset Management Corp | 0.21% | Add +1.5% | 1,421 | $649K |
| Griffin Asset Management, Inc. | 0.08% | Reduce -0.6% | 1,261 | $648K |
| Addison Advisors LLC | 0.18% | No change | 1,260 | $648K |
| Galvin, Gaustad & Stein, LLC | 0.06% | Reduce -5.0% | 1,260 | $647K |
| Nemes Rush Group LLC | 0.08% | Reduce -7.2% | 1,260 | $647K |
| Gould Asset Management LLC | 0.13% | Reduce -1.0% | 1,258 | $646K |
| Berkeley Capital Partners, LLC | 0.18% | Add +0.5% | 1,253 | $644K |
| First National Bank of Mount Dora, Trust Investment Services | 0.16% | Reduce -9.8% | 1,252 | $643K |
| Old Second National Bank of Aurora | 0.15% | No change | 1,250 | $642K |
| Central Bank & Trust Co. | 0.11% | Reduce -4.8% | 1,244 | $639K |
| Cahaba Wealth Management, Inc. | 0.05% | Add +6.4% | 1,241 | $638K |
| SageOak Financial, LLC | 0.56% | Reduce -2.8% | 1,238 | $636K |
| Efficient Frontier Advisors LLC | 0.41% | New | 1,237 | $635K |
| Mountain Capital Investment Advisors Inc. | 0.14% | Reduce -98.7% | 1,255 | $631K |
| Mfa Wealth Advisors, LLC | 0.16% | New | 1,226 | $630K |
| Essex LLC | 0.14% | Reduce -4.2% | 1,221 | $627K |
| Paragon Financial Partners, Inc. | 0.49% | Add +13.7% | 1,220 | $627K |
| Keystone Financial Services | 0.24% | Add +30.4% | 1,218 | $626K |
| Matisse Capital | 0.33% | Add +3.9% | 1,217 | $625K |
| Tarbox Family Office, Inc. | 0.10% | No change | 1,215 | $625K |
| Hoge Financial Services, LLC | 0.43% | Add +1.8% | 1,209 | $621K |
| Ulland Investment Advisors, LLC | 0.54% | Add +0.9% | 1,206 | $620K |
| Altfest L J & Co. Inc. | 0.08% | Reduce -7.7% | 1,205 | $619K |
| Ironvine Capital Partners, LLC | 0.07% | No change | 1,202 | $618K |
| REDW Wealth LLC | 0.23% | No change | 1,198 | $616K |
| Legacy Bridge, LLC | 0.34% | Add +0.4% | 1,197 | $615K |
| Aquire Wealth Advisors, LLC | 0.19% | Add +0.1% | 1,196 | $615K |
| Silver Coast Investments LLC | 0.23% | Add +8.1% | 1,195 | $614K |
| Financial Insights, Inc. | 0.24% | Reduce -30.5% | 1,194 | $614K |
| Concorde Asset Management, LLC | 0.33% | Reduce -5.9% | 1,225 | $612K |
| Allegheny Financial Group | 0.16% | Reduce -2.6% | 1,184 | $608K |
| Teachers Insurance & Annuity Association of America | 0.81% | No change | 1,183 | $608K |
| Mills Wealth Advisors LLC | 0.32% | Reduce -8.4% | 1,183 | $608K |
| Leigh Baldwin & Co., LLC | 0.49% | Add +17.9% | 1,179 | $606K |
| Strategy Asset Managers LLC | 0.12% | Reduce -0.1% | 1,179 | $606K |
| Caldwell Sutter Capital, Inc. | 0.29% | Add +95.8% | 1,179 | $606K |
| Family Capital Management, Inc. | 0.37% | Add +0.2% | 1,179 | $606K |
| First Bancorp, Inc | 0.39% | New | 1,176 | $604K |
| STAR Financial Bank | 0.44% | Reduce -6.8% | 1,174 | $603K |
| Knightsbridge Asset Management, LLC | 0.16% | Reduce -3.0% | 1,174 | $603K |
| Cranbrook Wealth Management, LLC | 0.14% | Add +19.7% | 1,173 | $603K |
| Wells Trecaso Financial Group, LLC | 0.20% | Reduce -0.8% | 1,172 | $602K |
| Valley National Advisers Inc. | 0.11% | No change | 1,172 | $602K |
| Clark Wealth Partners | 0.45% | Add +90.1% | 1,171 | $602K |
| Lakeridge Wealth Management LLC | 0.30% | Reduce -1.1% | 1,166 | $599K |
| Tower View Wealth Management LLC | 0.35% | Reduce -3.4% | 1,165 | $599K |
| Tevis Investment Management | 0.44% | No change | 1,110 | $598K |
| North Point Portfolio Managers Corp. | 0.10% | Reduce -48.6% | 1,163 | $598K |
| TCTC Holdings, LLC | 0.02% | No change | 1,163 | $598K |
| Foster Victor Wealth Advisors, LLC | 0.05% | Reduce -8.4% | 1,217 | $597K |
| Regent Peak Wealth Advisors LLC | 0.14% | Reduce -0.5% | 1,162 | $597K |
| Manske Wealth Management | 0.23% | Add +3.1% | 1,160 | $596K |
| NRI Wealth Management LC | 0.44% | Reduce -1.3% | 1,160 | $596K |
| Financial Advisors, LLC | 0.12% | No change | 1,159 | $596K |
| Shepherd Kaplan Krochuk, LLC | 0.51% | Reduce -0.2% | 1,158 | $595K |
| Frazier Financial Advisors, LLC | 0.46% | Add +704.2% | 1,158 | $595K |
| Impact Capital Partners LLC | 0.22% | Add +178.3% | 1,155 | $594K |
| Voya Investment Management LLC | 0.00% | No change | 1,154 | $593K |
| First Community Trust NA | 0.52% | Reduce -74.8% | 1,153 | $593K |
| Private Wealth Asset Management, LLC | 0.09% | — | 1,152 | $592K |
| Hickory Point Bank & Trust | 0.52% | Reduce -0.9% | 1,151 | $592K |
| Whitegate Investment Counselors, Inc. | 0.21% | Add +66.5% | 1,149 | $591K |
| MPWM Advisory Solutions, LLC | 0.43% | Reduce -3.6% | 1,149 | $590K |
| AA Financial Advisors, LLC | 0.14% | Reduce -62.1% | 1,148 | $590K |
| JNBA Financial Advisors | 0.06% | Reduce -8.1% | 1,145 | $589K |
| PCG Wealth Advisors, LLC | 0.20% | Add +26.3% | 1,143 | $587K |
| Gryphon Financial Partners LLC | 0.09% | Add +2.5% | 1,140 | $586K |
| Appleton Partners Inc. | 0.05% | Add +24.5% | 1,138 | $585K |
| Weatherly Asset Management L. P. | 0.05% | Add +51.5% | 1,138 | $585K |
| Wrenne Financial Planning LLC | 0.31% | Add +36.5% | 1,136 | $584K |
| Roberts Financial Services LLC | 0.11% | Reduce -49.1% | 1,133 | $582K |
| Great Lakes Advisors, LLC | 0.01% | Reduce -31.1% | 1,126 | $579K |
| Mountain Pacific Investment Advisers LLC | 0.04% | No change | 1,125 | $578K |
| Guided Capital Wealth Management, LLC | 0.48% | No change | 1,124 | $578K |
| Brown Wealth Management, LLC | 0.20% | Add +54.5% | 1,117 | $574K |
| Centerpoint Advisory Group | 0.56% | No change | 1,117 | $574K |
| Insight Wealth Strategies, LLC | 0.08% | Add +0.5% | 1,117 | $574K |
| Trust Co | 0.07% | Add +5.6% | 1,116 | $574K |
| Wealthcare Capital Management LLC | 0.06% | Reduce -0.4% | 1,115 | $573K |
| Lake Hills Wealth Management, LLC | 0.40% | Reduce -27.1% | 1,114 | $572K |
| Cottage Street Advisors LLC | 0.29% | Add +46.1% | 1,113 | $572K |
| Beacon Financial Planning, Inc. | 0.33% | Add +0.2% | 1,112 | $571K |
| Mascagni Wealth Management, Inc. | 0.57% | No change | 1,111 | $571K |
| Howard Financial Services, LTD. | 0.08% | Reduce -37.7% | 1,111 | $571K |
| Buska Wealth Management, LLC | 0.18% | Reduce -0.4% | 1,110 | $570K |
| Coston, McIsaac & Partners | 0.17% | Add +1.5% | 1,109 | $569K |
| Parkshore Wealth Management, Inc. | 0.33% | Add +70.3% | 1,100 | $565K |
| Campion Asset Management | 0.44% | No change | 1,100 | $565K |
| Bearing Point Capital, LLC | 0.12% | No change | 1,100 | $565K |
| Elk River Wealth Management LLC | 0.11% | No change | 1,099 | $565K |
| Catalyst Financial Partners LLC | 0.10% | Add +10.3% | 1,099 | $565K |
| NCM Capital Management, LLC | 0.25% | No change | 1,094 | $562K |
| Blackhawk Capital Partners, LLC | 0.29% | Add +81.9% | 1,093 | $562K |
| Future You Wealth LLC | 0.36% | Add +11.7% | 1,097 | $562K |
| Cordant, Inc. | 0.29% | Reduce -3.5% | 1,093 | $562K |
| M.E. Allison & Co., Inc. | 0.55% | Add +2.9% | 1,091 | $561K |
| Shakespeare Wealth Management, LLC | 0.15% | Reduce -0.5% | 1,090 | $560K |
| Santori & Peters, Inc. | 0.22% | Reduce -0.1% | 1,085 | $558K |
| 626 Financial, LLC | 0.29% | Add +69.0% | 1,083 | $556K |
| Dominguez Wealth Management Solutions, Inc. | 0.41% | Add +0.1% | 1,081 | $556K |
| First Citizens Financial Corp | 0.31% | No change | 1,080 | $555K |
| William Howard & Co Financial Advisors Inc | 0.52% | Add +0.2% | 1,080 | $555K |
| Pathway Financial Advisers, LLC | 0.19% | Add +3.5% | 1,078 | $554K |
| Armor Investment Advisors, LLC | 0.23% | No change | 1,077 | $554K |
| Old North State Wealth Management, LLC | 0.31% | Reduce -3.1% | 1,074 | $554K |
| MilWealth Group LLC | 0.15% | Add +61.3% | 1,076 | $553K |
| GDS Wealth Management | 0.05% | Add +0.6% | 1,073 | $551K |
| Bar Harbor Wealth Management | 0.04% | Reduce -7.8% | 1,069 | $549K |
| Harbor Group, Inc. | 0.11% | Reduce -33.5% | 1,065 | $547K |
| Colorado Capital Management, Inc. | 0.25% | New | 1,064 | $547K |
| Legacy Wealth Asset Management, LLC | 0.15% | Add +0.6% | 1,063 | $546K |
| Triumph Capital Management | 0.18% | Reduce -1.9% | 1,062 | $546K |
| Lodestone Wealth Management LLC | 0.29% | Add +0.4% | 1,061 | $545K |
| USAdvisors Wealth Management, LLC | 0.19% | Reduce -6.1% | 1,060 | $545K |
| 3EDGE Asset Management, LP | 0.04% | No change | 1,052 | $541K |
| Essential Planning, LLC. | 0.22% | Reduce -98.6% | 1,051 | $540K |
| White Pine Capital LLC | 0.19% | No change | 1,050 | $540K |
| XTX Topco Ltd | 0.03% | Reduce -62.8% | 1,050 | $540K |
| Luts & Greenleigh Group, Inc. | 0.54% | No change | 1,049 | $539K |
| Palacios Wealth Management, LLC | 0.40% | Reduce -2.5% | 1,048 | $538K |
| SPC Financial, Inc. | 0.05% | Add +6.6% | 1,047 | $538K |
| RAM Investment Partners, LLC | 0.13% | Reduce -53.3% | 1,041 | $535K |
| Van Den Berg Management I, Inc. | 0.16% | Add +0.5% | 1,040 | $534K |
| Retirement Planning Group, LLC / NY | 0.54% | Add +6.6% | 1,038 | $534K |
| Hartford Financial Management Inc. | 0.11% | No change | 1,034 | $531K |
| ETF Store, Inc. | 0.65% | Add +0.4% | 1,029 | $529K |
| Rothschild & Co Wealth Management UK Ltd | 0.01% | No change | 1,028 | $528K |
| Sherrill & Hutchins Financial Advisory, Inc | 0.45% | No change | 1,024 | $526K |
| Kropog Financial Group, LLC | 0.50% | Reduce -0.4% | 1,023 | $526K |
| Stone Summit Wealth LLC | 0.18% | No change | 1,023 | $526K |
| Tableaux LLC | 0.38% | Add +33.2% | 1,020 | $524K |
| Missouri Trust & Investment Co | 0.18% | Reduce -1.4% | 1,020 | $524K |
| Concord Wealth Partners | 0.09% | Add +10.4% | 1,017 | $523K |
| Midwest Financial Group LLC | 0.30% | Add +1.9% | 1,017 | $523K |
| Ergawealth Advisors, Inc. | 0.26% | No change | 1,015 | $522K |
| Stanich Group LLC | 0.38% | Add +0.4% | 1,006 | $517K |
| Spectrum Planning & Advisory Services Inc. | 0.43% | Reduce -33.2% | 1,004 | $516K |
| Cape Investment Advisory, Inc. | 0.21% | Reduce -12.9% | 1,002 | $515K |
| Oak Hill Wealth Advisors, LLC | 0.12% | Add +0.7% | 1,000 | $514K |
| Indie Asset Partners, LLC | 0.45% | Add +6.6% | 999 | $514K |
| Guerra Advisors Inc | 0.29% | Reduce -5.6% | 999 | $513K |
| MidAtlantic Capital Management, Inc. | 0.40% | Reduce -0.7% | 999 | $513K |
| Colton Groome Financial Advisors, LLC | 0.20% | Add +14.8% | 1,006 | $513K |
| Lountzis Asset Management, LLC | 0.19% | New | 1,010 | $511K |
| AAF Wealth Management, LLC | 0.28% | Add +0.3% | 994 | $511K |
| Sicart Associates LLC | 0.18% | Add +0.9% | 991 | $509K |
| Northcape Wealth Management, LLC | 0.16% | No change | 990 | $509K |
| Providence Capital Advisors, LLC | 0.11% | Add +3.5% | 989 | $509K |
| LifeSteps Financial, Inc. | 0.41% | No change | 988 | $508K |
| TOWER TRUST & INVESTMENT Co | 0.41% | — | 996 | $508K |
| Payne Capital Management, LLC | 0.22% | Reduce -11.5% | 985 | $506K |
| Bay Rivers Group | 0.26% | Reduce -5.4% | 983 | $505K |
| Shulman DeMeo Asset Management LLC | 0.14% | Add +0.2% | 980 | $504K |
| Telos Capital Management, Inc. | 0.05% | Add +64.2% | 980 | $504K |
| tru Independence LLC | 0.16% | No change | 979 | $503K |
| Plan A Wealth LLC | 0.39% | Add +5.4% | 974 | $501K |
| Stonebrook Private Inc. | 0.13% | Add +5.2% | 974 | $500K |
| Mattern Wealth Management LLC | 0.11% | Reduce -3.3% | 973 | $500K |
| Davidson Trust Co. | 0.24% | Add +6.8% | 973 | $500K |
| SC&H Financial Advisors, Inc. | 0.10% | Add +71.1% | 970 | $499K |
| McHugh Group, LLC | 0.38% | No change | 970 | $498K |
| Poehling Capital Management, INC. | 0.13% | No change | 969 | $498K |
| FinDec Wealth Services, Inc. | 0.49% | Reduce -30.6% | 967 | $497K |
| Strait & Sound Wealth Management LLC | 0.23% | Add +3.6% | 966 | $497K |
| Priebe Wealth Holdings LLC | 0.31% | Reduce -1.0% | 966 | $496K |
| Sterling Investment Advisors, Ltd. | 0.12% | Reduce -0.3% | 965 | $496K |
| Exchange Bank | 0.40% | Reduce -2.4% | 964 | $495K |
| Burns Matteson Capital Management, LLC | 0.27% | Add +7.1% | 960 | $493K |
| Octavia Wealth Advisors, LLC | 0.06% | Add +5.8% | 960 | $493K |
| GW&K Investment Management, LLC | 0.00% | Reduce -37.1% | 957 | $492K |
| Heartwood Wealth Advisors LLC | 0.06% | No change | 957 | $492K |
| ROI Financial Advisors, LLC | 0.36% | Add +8.5% | 957 | $492K |
| Ullmann Wealth Partners Group, LLC | 0.07% | Add +0.1% | 953 | $490K |
| Towercrest Capital Management | 0.09% | Reduce -12.8% | 950 | $488K |
| Poinciana Advisors Group, LLC | 0.51% | Add +58.2% | 949 | $488K |
| Bigelow Investment Advisors, LLC | 0.23% | No change | 948 | $487K |
| PrairieView Partners, LLC | 0.05% | Reduce -0.2% | 949 | $487K |
| Carson Advisory Inc. | 0.33% | Add +8.2% | 947 | $487K |
| Eldridge Investment Advisors, Inc. | 0.11% | Add +14.6% | 945 | $486K |
| Lockerman Financial Group, Inc. | 0.73% | Reduce -1.2% | 939 | $483K |
| TKG Advisors, LLC | 0.24% | Add +0.8% | 938 | $482K |
| Spinnaker Investment Group, LLC | 0.11% | Add +39.6% | 937 | $482K |
| Rosenblum Silverman Sutton S F Inc. | 0.13% | Add +1.2% | 937 | $482K |
| Atlas Private Wealth Advisors | 0.07% | Reduce -0.3% | 935 | $481K |
| Summit Investment Advisory Services, LLC | 0.24% | Add +0.3% | 935 | $480K |
| Bravias Capital Group, LLC | 0.39% | Add +79.2% | 932 | $479K |
| Pillar Financial Advisors, LLC | 0.36% | Reduce -1.9% | 928 | $477K |
| American Institute for Advanced Investment Management, LLP | 0.36% | Reduce -12.1% | 927 | $476K |
| Davidson Investment Advisors | 0.02% | Add +30.5% | 925 | $475K |
| Addison Capital Co | 0.19% | Reduce -2.4% | 920 | $473K |
| Columbia River Financial Group, LLC | 0.32% | Reduce -1.9% | 918 | $472K |
| D. Scott Neal, Inc. | 0.26% | No change | 917 | $471K |
| Claret Asset Management Corp | 0.09% | No change | 917 | $471K |
| Dakota Community Bank & Trust NA | 2.27% | Reduce -16.7% | 915 | $470K |
| Y-Intercept (Hong Kong) Ltd | 0.03% | New | 915 | $470K |
| Portfolio Strategies, Inc. | 0.07% | New | 914 | $470K |
| River Street Advisors LLC | 0.23% | Reduce -16.7% | 913 | $469K |
| Schwarz Dygos Wheeler Investment Advisors LLC | 0.11% | Reduce -16.9% | 910 | $468K |
| Tme Financial, Inc. | 0.41% | Add +6.9% | 909 | $467K |
| LMCG Investments, LLC | 0.03% | New | 908 | $467K |
| Mma Asset Management LLC | 0.20% | Add +32.2% | 907 | $466K |
| DSG Capital Advisors, LLC | 0.09% | No change | 906 | $466K |
| Schaper Benz & Wise Investment Counsel Inc. | 0.04% | Add +22.5% | 904 | $465K |
| Brown, Lisle/Cummings, Inc. | 0.13% | Add +5.8% | 904 | $465K |
| Anchor Capital Advisors LLC | 0.01% | Add +18.5% | 904 | $465K |
| Atticus Wealth Management, LLC | 0.15% | Add +0.1% | 903 | $464K |
| Capital Investment Services of America, Inc. | 0.05% | Add +6.0% | 899 | $462K |
| Mason Investment Advisory Services, Inc. | 0.03% | Add +0.2% | 898 | $461K |
| NFSG Corp | 0.11% | Reduce -35.5% | 898 | $461K |
| Navalign, LLC | 0.13% | No change | 896 | $460K |
| Burford Brothers, Inc. | 0.22% | New | 895 | $460K |
| Lifeworks Advisors, LLC | 0.08% | Add +13.4% | 894 | $460K |
| Orion Capital Management LLC | 0.19% | No change | 894 | $459K |
| Curtis Advisory Group, LLC | 0.13% | Reduce -24.0% | 892 | $458K |
| Convergence Financial, LLC | 0.09% | Add +2.4% | 891 | $458K |
| Altura Wealth Advisors Inc. | 0.30% | New | 890 | $457K |
| DKM Wealth Management, Inc. | 0.44% | No change | 889 | $457K |
| Ascentis Wealth Management, LLC | 0.15% | Add +675.4% | 884 | $457K |
| Stiles Financial Services Inc | 0.17% | No change | 883 | $454K |
| Potentia Wealth | 0.21% | No change | 882 | $453K |
| Joseph P. Lucia & Associates, LLC | 0.21% | No change | 882 | $453K |
| Riversedge Advisors, LLC | 0.10% | Add +0.3% | 882 | $453K |
| AllGen Financial Advisors, Inc. | 0.13% | New | 878 | $451K |
| Oak Wealth Advisors LLC | 0.33% | Add +9.4% | 871 | $448K |
| Penney Financial, LLC | 0.29% | Add +54.2% | 871 | $448K |
| Moser Wealth Advisors, LLC | 0.23% | Add +86.9% | 869 | $447K |
| Summit Investment Advisors, Inc. | 0.40% | No change | 868 | $446K |
| Taylor Financial Group, Inc. | 0.31% | No change | 867 | $446K |
| Forte Capital LLC | 0.05% | Reduce -8.0% | 865 | $445K |
| Great Lakes Retirement, Inc. | 0.06% | Reduce -5.9% | 863 | $444K |
| Lighthouse Financial LLC | 0.38% | No change | 862 | $443K |
| Nelson Capital Management, LLC | 0.08% | Add +2.3% | 861 | $442K |
| Moseley Investment Management Inc. | 0.17% | Add +0.5% | 855 | $440K |
| Ceera Investments, LLC | 0.15% | No change | 855 | $439K |
| JFG Wealth Management, LLC | 0.10% | Reduce -64.5% | 855 | $439K |
| Schmidt P J Investment Management Inc. | 0.08% | Reduce -5.3% | 851 | $437K |
| Evelyn Partners Investment Management Services Ltd | 0.07% | Add +17.4% | 850 | $437K |
| Goodman Financial Corp | 0.09% | New | 847 | $435K |
| Master's Wealth Management Inc. | 0.23% | Add +0.4% | 847 | $435K |
| American Capital Advisory, LLC | 0.23% | No change | 845 | $434K |
| Napa Wealth Management | 0.24% | Add +1.2% | 843 | $433K |
| Citrine Capital LLC | 0.27% | Reduce -6.8% | 842 | $433K |
| Eisler Capital Management Ltd. | 0.01% | Reduce -96.8% | 841 | $432K |
| Private Capital Management, LLC | 0.05% | Reduce -2.2% | 836 | $429K |
| Noesis Capital Mangement Corp. | 0.09% | Add +4.9% | 835 | $429K |
| AssuredPartners Investment Advisors, LLC | 0.08% | Reduce -29.2% | 834 | $429K |
| Glassy Mountain Advisors, Inc. | 0.15% | No change | 834 | $429K |
| Fulton Breakefield Broenniman LLC | 0.03% | Add +92.8% | 833 | $428K |
| Colony Family Offices, LLC | 0.13% | No change | 833 | $428K |
| Signet Investment Advisory Group, Inc. | 0.21% | Reduce -8.5% | 830 | $427K |
| Sprinkle Financial Consultants LLC | 0.27% | Add +0.4% | 829 | $426K |
| Orleans Capital Management Corp. | 0.25% | No change | 828 | $426K |
| Dagco, Inc. | 0.14% | Add +52.4% | 826 | $424K |
| Three Magnolias Financial Advisors, LLC | 0.36% | Add +18.7% | 824 | $423K |
| SWAN Capital LLC | 0.20% | Add +1.2% | 822 | $422K |
| ODonnell Financial Services, LLC | 0.17% | Add +0.6% | 820 | $421K |
| Horizons Wealth Management | 0.32% | Add +20.8% | 820 | $421K |
| Vontobel Holding Ltd. | 0.00% | New | 820 | $421K |
| Bluestem Financial Advisors, LLC | 0.20% | New | 820 | $421K |
| Berry Wealth Group, LP | 0.33% | Reduce -88.9% | 820 | $421K |
| TCFG Wealth Management, LLC | 0.21% | Reduce -1.1% | 816 | $419K |
| Steigerwald, Gordon & Koch Inc. | 0.05% | Reduce -46.1% | 813 | $418K |
| MPS Loria Financial Planners, LLC | 0.12% | Add +3.3% | 812 | $417K |
| Parker Financial LLC | 0.20% | Reduce -9.3% | 812 | $417K |
| Pineridge Advisors LLC | 0.16% | Reduce -30.3% | 809 | $416K |
| Vantage Point Financial LLC | 0.21% | Add +72.1% | 807 | $415K |
| Investors Research Corp | 0.09% | Add +806.7% | 807 | $415K |
| True Link Financial Advisors, LLC | 0.03% | New | 807 | $415K |
| Antonelli Financial Advisors, LLC | 0.33% | Reduce -7.5% | 805 | $414K |
| Archford Capital Strategies, LLC | 0.06% | New | 803 | $413K |
| Prestige Wealth Management Group LLC | 0.09% | Add +0.3% | 802 | $412K |
| Bestgate Wealth Advisors, LLC | 0.85% | Add +16.1% | 801 | $412K |
| Princeton Capital Management LLC | 0.14% | Reduce -80.2% | 801 | $411K |
| Earned Wealth Advisors, LLC | 0.09% | New | 799 | $411K |
| Pennsylvania Capital Management Inc. | 0.15% | Add +1.1% | 798 | $410K |
| Advantage Trust Co | 0.25% | Reduce -4.4% | 796 | $409K |
| Columbia Asset Management | 0.08% | No change | 794 | $408K |
| Alta Wealth Advisors LLC | 0.19% | Reduce -11.5% | 794 | $408K |
| Integrity Investment Advisors, LLC | 0.37% | — | 793 | $407K |
| Lazari Capital Management, Inc. | 0.17% | Add +16.6% | 793 | $407K |
| Integris Wealth Management, LLC | 0.12% | Add +20.0% | 791 | $407K |
| Tepp RIA, LLC | 0.55% | No change | 791 | $407K |
| BWM Planning, LLC | 0.17% | Reduce -6.5% | 789 | $405K |
| Guardian Wealth Advisors, LLC | 0.26% | Reduce -14.0% | 787 | $404K |
| Meritage Portfolio Management | 0.03% | No change | 786 | $404K |
| Mullooly Asset Management, Inc. | 0.18% | — | 785 | $403K |
| Trinity Legacy Partners, LLC | 0.10% | Add +13.2% | 747 | $403K |
| Granite Bay Wealth Management, LLC | 0.14% | Reduce -8.4% | 783 | $402K |
| Pegasus Asset Management, Inc. | 0.16% | No change | 781 | $401K |
| Borer Denton & Associates, Inc. | 0.14% | Add +14.8% | 778 | $400K |
| Urban Financial Advisory Corp | 0.22% | Add +699.0% | 775 | $398K |
| Drake & Associates, LLC | 0.11% | Add +60.5% | 775 | $398K |
| Cypress Financial Planning LLC | 0.14% | Reduce -10.8% | 774 | $398K |
| Clear Harbor Asset Management, LLC | 0.03% | Add +26.9% | 773 | $397K |
| SpringVest Wealth Management LLC | 0.33% | Add +1.2% | 772 | $397K |
| Main Street Research LLC | 0.03% | Reduce -47.5% | 772 | $397K |
| Philip James Wealth Mangement, LLC | 0.05% | No change | 771 | $396K |
| San Luis Wealth Advisors LLC | 0.09% | Add +8.4% | 771 | $396K |
| Allen Capital Group, LLC | 0.05% | Reduce -40.2% | 770 | $396K |
| jvl associates llc | 0.16% | New | 769 | $395K |
| PFG Private Wealth Management, LLC | 0.21% | Add +76700.0% | 768 | $395K |
| Avalon Capital Management | 0.11% | Reduce -2.4% | 768 | $394K |
| Legacy Financial Advisors, Inc. | 0.07% | Reduce -1.8% | 766 | $394K |
| Graham Capital Wealth Management, LLC | 0.42% | Reduce -8.9% | 764 | $393K |
| Nalls Sherbakoff Group, LLC | 0.32% | — | 762 | $392K |
| Kure Advisory, LLC | 0.30% | — | 761 | $391K |
| Hurlow Wealth Management Group, Inc. | 0.12% | Reduce -35.0% | 758 | $390K |
| Gilman Hill Asset Management, LLC | 0.07% | No change | 758 | $390K |
| Patron Partners, LLC | 0.21% | No change | 757 | $389K |
| Veracity Capital LLC | 0.15% | New | 753 | $387K |
| TrueWealth Advisors, LLC | 0.13% | Add +0.1% | 753 | $387K |
| Patten Group, Inc. | 0.09% | Reduce -12.5% | 751 | $386K |
| Lakeside Advisors, INC. | 0.26% | No change | 750 | $385K |
| Cyr Financial Inc. | 0.34% | Add +28.0% | 750 | $385K |
| Aveo Capital Partners, LLC | 0.06% | Reduce -96.3% | 747 | $385K |
| Alliance Wealth Management Group | 0.10% | Add +0.4% | 750 | $385K |
| RDA Financial Network | 0.11% | Reduce -0.9% | 748 | $385K |
| New Insight Wealth Advisors | 0.17% | Add +4.6% | 748 | $384K |
| Uptown Financial Advisors LLC | 0.40% | Reduce -0.8% | 748 | $384K |
| Callahan Advisors, LLC | 0.04% | Add +0.1% | 747 | $384K |
| Studio Investment Management LLC | 0.08% | Reduce -30.9% | 745 | $383K |
| Delta Asset Management LLC | 0.04% | Add +70.0% | 743 | $382K |
| Gables Capital Management Inc. | 0.19% | No change | 740 | $380K |
| Sterling Investment Counsel, LLC | 0.13% | Add +2.4% | 740 | $380K |
| Atlantic Private Wealth, LLC | 0.28% | Add +38.6% | 740 | $380K |
| Westside Investment Management, Inc. | 0.08% | Reduce -9.9% | 737 | $379K |
| Capital Advisors Wealth Management, LLC | 0.07% | Add +0.1% | 734 | $377K |
| Overbrook Management Corp | 0.09% | Add +0.1% | 733 | $377K |
| Conservest Capital Advisors, Inc. | 0.04% | No change | 732 | $376K |
| Vawter Financial, Ltd. | 0.21% | No change | 732 | $376K |
| Shepherd Financial Partners LLC | 0.04% | Reduce -4.6% | 731 | $376K |
| Leisure Capital Management | 0.15% | Reduce -89.1% | 730 | $375K |
| Garrison Point Advisors, LLC | 0.18% | Add +25.9% | 729 | $375K |
| Seaview Investment Managers LLC | 0.09% | New | 726 | $373K |
| Jackson Square Capital, LLC | 0.12% | Add +14.5% | 726 | $373K |
| Parkwoods Wealth Partners, LLC | 0.25% | New | 723 | $371K |
| Suncoast Equity Management | 0.04% | Reduce -6.3% | 723 | $371K |
| Financial Life Planners | 0.36% | Add +52.0% | 722 | $371K |
| Blue Zone Wealth Advisors, LLC | 0.10% | Reduce -9.6% | 722 | $371K |
| City Center Advisors, LLC | 0.43% | Add +4.8% | 722 | $371K |
| Define Financial, LLC | 0.28% | Reduce -1.8% | 754 | $370K |
| Dash Acquisitions Inc. | 0.08% | No change | 685 | $370K |
| Newport Capital Group, LLC | 0.26% | Reduce -6.0% | 710 | $367K |
| City Holding Co. | 0.05% | Add +12.6% | 714 | $367K |
| Crown Wealth Group, LLC | 0.19% | Reduce -18.7% | 714 | $367K |
| Meadow Creek Wealth Advisors LLC | 0.27% | No change | 713 | $366K |
| Linden Thomas Advisory Services, LLC | 0.05% | New | 713 | $366K |
| Summit Wealth Partners, LLC | 0.07% | Add +9.9% | 712 | $366K |
| Semus Wealth Partners LLC | 0.25% | Add +3.6% | 712 | $366K |
| Robbins Farley | 0.19% | Add +11700.0% | 708 | $364K |
| NovaPoint Capital, LLC | 0.11% | No change | 708 | $364K |
| MFA Wealth Services | 0.30% | Add +2.6% | 707 | $364K |
| Bright Financial Advisors, Inc. | 0.22% | Reduce -8.1% | 704 | $362K |
| Empirical Asset Management, LLC | 0.12% | Add +0.3% | 703 | $361K |
| Nabity-Jensen Investment Management Inc | 0.29% | Add +901.9% | 7,023 | $361K |
| Whelan Financial | 0.14% | Reduce -12.3% | 700 | $360K |
| Strategic Financial Planning, Inc. | 0.25% | No change | 700 | $360K |
| Grandview Asset Management LLC | 0.14% | Reduce -5.4% | 699 | $359K |
| Pacifica Partners Inc. | 0.16% | Reduce -7.0% | 726 | $359K |
| Bellwether Advisors, LLC | 0.07% | No change | 696 | $358K |
| Carret Asset Management, LLC | 0.04% | Add +27.3% | 695 | $357K |
| Spirit of America Management Corp. | 0.07% | Reduce -1.4% | 694 | $357K |
| Shared Vision Wealth Group LLC | 0.19% | No change | 693 | $356K |
| Solidarity Wealth, LLC | 0.09% | Add +25.3% | 693 | $356K |
| Optiver Holding B.V. | 0.01% | New | 693 | $356K |
| Cim, LLC | 0.05% | No change | 692 | $356K |
| Encompass More Asset Management | 0.11% | Add +14.6% | 691 | $355K |
| Nixon Peabody Trust Co. | 0.03% | Add +8.2% | 690 | $355K |
| Summit Global Investments | 0.03% | Add +42.1% | 688 | $354K |
| Willner & Heller, LLC | 0.33% | Add +3.9% | 688 | $354K |
| Fortitude Advisory Group L.L.C. | 0.25% | Reduce -38.4% | 731 | $353K |
| Next Level Private LLC | 0.13% | Add +0.1% | 686 | $352K |
| Paragon Advisors, LLC | 0.13% | Reduce -3.1% | 686 | $352K |
| Wealthedge Investment Advisors, LLC | 0.16% | No change | 685 | $352K |
| Kagan Cocozza Asset Management | 0.29% | No change | 685 | $352K |
| Kingstone Capital Partners Texas, LLC | 0.28% | Add +0.3% | 684 | $352K |
| Boyum Wealth Architects LLC | 0.34% | — | 684 | $352K |
| Arq Wealth Advisors, LLC | 0.13% | Add +2.4% | 684 | $352K |
| Live Oak Investment Partners | 0.28% | New | 684 | $352K |
| Ruane, Cunniff & Goldfarb L.P. | 0.01% | New | 682 | $350K |
| Riverbend Wealth Management, LLC | 0.31% | Add +40.3% | 682 | $350K |
| RFG - Bristol Wealth Advisors, LLC | 0.12% | Reduce -6.6% | 682 | $350K |
| Samalin Investment Counsel, LLC | 0.14% | Add +0.3% | 680 | $350K |
| Cadent Capital Advisors, LLC | 0.13% | Add +2.4% | 680 | $350K |
| Compass Planning Associates Inc | 0.35% | Add +51.8% | 680 | $350K |
| Kimelman & Baird, LLC | 0.03% | No change | 679 | $349K |
| FFT Wealth Management LLC | 0.07% | Reduce -99.9% | 678 | $348K |
| Manchester Financial Inc. | 0.08% | Add +15.7% | 677 | $348K |
| Fagan Associates, Inc. | 0.06% | Add +0.1% | 677 | $348K |
| L. Roy Papp & Associates, LLP | 0.04% | Add +0.9% | 675 | $347K |
| Inlet Private Wealth, LLC | 0.09% | Reduce -0.3% | 672 | $345K |
| Ascent Capital Management, LLC | 0.35% | Add +0.3% | 672 | $345K |
| Schnieders Capital Management LLC | 0.07% | No change | 671 | $345K |
| Seros Financial, LLC | 0.26% | New | 671 | $345K |
| Tandem Capital Management Corp. | 0.19% | No change | 671 | $345K |
| Rosenberg Matthew Hamilton | 0.09% | Add +18.8% | 671 | $345K |
| Iron Gate Global Advisors LLC | 0.05% | Reduce -40.5% | 669 | $344K |
| Redmond Asset Management, LLC | 0.09% | Add +29.0% | 667 | $343K |
| Buckhead Capital Management LLC | 0.11% | Add +39.9% | 666 | $342K |
| Measured Wealth Private Client Group, LLC | 0.11% | Reduce -2.2% | 665 | $342K |
| Peninsula Asset Management Inc. | 0.19% | Add +5.6% | 665 | $342K |
| ProVise Management Group, LLC | 0.03% | Reduce -13.8% | 663 | $341K |
| Robinswood Financial LLC | 0.13% | Add +21.4% | 663 | $341K |
| Nautilus Advisors LLC | 0.28% | Add +2.0% | 662 | $340K |
| Nestegg Advisors, Inc. | 0.36% | Add +0.3% | 662 | $340K |
| Quantum Financial Planning Services, Inc. | 0.19% | Reduce -7.3% | 662 | $340K |
| Camelot Technology Advisors, Inc. | 0.31% | No change | 662 | $340K |
| Jentner Corp | 0.10% | No change | 660 | $339K |
| Kraft, Davis & Associates, LLC | 0.11% | Add +3.4% | 701 | $339K |
| Cornerstone Wealth Advisors, Inc. | 0.09% | No change | 658 | $338K |
| Ehrlich Financial Group | 0.25% | Reduce -57.3% | 657 | $338K |
| Sloy Dahl & Holst, LLC | 0.06% | No change | 657 | $338K |
| Greykasell Wealth Strategies, Inc. | 0.18% | New | 656 | $337K |
| Pacific Point Advisors, LLC | 0.19% | Add +1.2% | 656 | $337K |
| Cushing Capital Partners, LLC | 0.30% | Reduce -6.3% | 652 | $335K |
| JGP Wealth Management, LLC | 0.04% | Add +7.4% | 651 | $334K |
| High Note Wealth, LLC | 0.08% | No change | 650 | $334K |
| Butensky & Cohen Financial Security, Inc. | 0.10% | Reduce -3.3% | 649 | $333K |
| Windsor Advisory Group, LLC | 0.43% | Reduce -11.8% | 647 | $333K |
| Bannerman Wealth Management Group, LLC | 0.27% | Add +14.4% | 643 | $330K |
| O'Brien Wealth Partners LLC | 0.06% | No change | 642 | $330K |
| Chaney Capital Management, Inc. | 0.15% | No change | 641 | $329K |
| Arbor Trust Wealth Advisors, LLC | 0.15% | Add +20.0% | 641 | $329K |
| LGT Financial Advisors LLC | 1.00% | Add +1.6% | 641 | $329K |
| Kellett Wealth Advisors, LLC | 0.23% | Reduce -6.3% | 639 | $328K |
| Foundation Wealth Management, LLC\PA | 0.16% | New | 639 | $328K |
| West Wealth Group, LLC | 0.10% | Add +21.4% | 635 | $328K |
| Argentarii, LLC | 0.16% | New | 637 | $327K |
| Marino, Stram & Associates LLC | 0.07% | Add +6.2% | 633 | $325K |
| Taylor & Morgan Wealth Management, LLC | 0.24% | Reduce -3.5% | 632 | $325K |
| Ayrshire Capital Management LLC | 0.16% | Reduce -22.3% | 631 | $324K |
| 44 Wealth Management LLC | 0.12% | New | 631 | $324K |
| HighMark Wealth Management LLC | 0.19% | Add +65.4% | 627 | $322K |
| Herold Advisors, Inc. | 0.07% | Reduce -12.1% | 626 | $322K |
| Pines Wealth Management, LLC | 0.15% | Add +0.3% | 702 | $321K |
| Kilter Group LLC | 0.21% | No change | 623 | $320K |
| Merkkuri Wealth Advisors LLC | 0.27% | Add +1.5% | 623 | $320K |
| Lafayette Investments, Inc. | 0.07% | Add +0.3% | 622 | $320K |
| M1 Capital Management LLC | 0.20% | No change | 622 | $320K |
| Edge Financial Advisors LLC | 0.20% | Reduce -86.2% | 620 | $318K |
| KRS Capital Management, LLC | 0.25% | Add +4.2% | 618 | $318K |
| Sound Stewardship, LLC | 0.18% | Reduce -6.3% | 615 | $316K |
| Mayfair Advisory Group, LLC | 0.18% | Add +50.0% | 615 | $316K |
| Exchange Capital Management, Inc. | 0.05% | No change | 612 | $315K |
| Piscataqua Savings Bank | 0.28% | Reduce -0.2% | 612 | $315K |
| One Wealth Advisors, LLC | 0.05% | Reduce -23.8% | 611 | $314K |
| Paragon Capital Management Ltd | 0.06% | No change | 610 | $314K |
| Prudent Man Investment Management, Inc. | 0.17% | No change | 582 | $314K |
| Lebenthal Global Advisors, LLC | 0.06% | Add +0.5% | 609 | $313K |
| Columbia Advisory Partners LLC | 0.27% | Reduce -27.4% | 608 | $312K |
| Westchester Capital Management, Inc. | 0.08% | Reduce -12.4% | 608 | $312K |
| Waterford Advisors, LLC | 0.13% | No change | 607 | $312K |
| Seaside Wealth Management, Inc. | 0.11% | Add +14.7% | 607 | $312K |
| Silver Oak Wealth Advisors Services, LLC | 0.28% | Add +2.0% | 606 | $311K |
| Investment Partners Asset Management, Inc. | 0.24% | Add +60.8% | 603 | $310K |
| Successful Portfolios LLC | 0.21% | No change | 603 | $310K |
| ABLE Financial Group, LLC | 0.09% | Reduce -15.4% | 602 | $309K |
| Heritage Wealth Partners, LLC | 0.47% | Reduce -1.5% | 601 | $309K |
| Owen LaRue, LLC | 0.15% | Reduce -54.2% | 601 | $309K |
| Benin Management CORP | 0.09% | No change | 600 | $308K |
| James J. Burns & Company, LLC | 0.06% | Add +7.5% | 599 | $308K |
| Grove Street Fiduciary, LLC | 0.16% | Reduce -10.2% | 598 | $308K |
| McIlrath & Eck, LLC | 0.04% | Reduce -13.9% | 596 | $306K |
| Osborne Partners Capital Management, LLC | 0.02% | No change | 595 | $306K |
| Mycio Wealth Partners, LLC | 0.07% | Add +0.3% | 591 | $304K |
| Grant Private Wealth Management Inc | 0.33% | Add +0.7% | 590 | $303K |
| LWM Advisory Services, LLC | 0.21% | Add +20.0% | 587 | $302K |
| Beacon Wealthcare LLC | 0.12% | Add +6.0% | 586 | $301K |
| Palisades Hudson Asset Management, L.P. | 0.14% | Add +0.2% | 586 | $301K |
| Evensky & Katz LLC | 0.02% | Add +9.1% | 586 | $301K |
| Lauterbach Financial Advisors, LLC | 0.19% | New | 585 | $301K |
| Highview Capital Management LLC | 0.13% | No change | 585 | $301K |
| American Trust | 0.07% | Reduce -99.8% | 585 | $301K |
| Palumbo Wealth Management LLC | 0.10% | Add +0.2% | 580 | $298K |
| Leading Edge Financial Planning LLC | 0.09% | Add +9.7% | 578 | $297K |
| LVM Capital Management Ltd. | 0.03% | Reduce -21.1% | 578 | $297K |
| Lincoln Capital LLC | 0.06% | Add +0.8% | 613 | $297K |
| Drystone LLC | 0.30% | Reduce -3.4% | 575 | $295K |
| Darwin Wealth Management, LLC | 0.10% | No change | 547 | $295K |
| Intellectus Partners, LLC | 0.07% | Reduce -10.3% | 573 | $294K |
| Connors Investor Services Inc. | 0.03% | No change | 572 | $294K |
| Paulson Wealth Management Inc. | 0.08% | Reduce -61.5% | 571 | $294K |
| Forefront Wealth Management Inc. | 0.27% | No change | 570 | $293K |
| Covenant Asset Management, LLC | 0.07% | Reduce -7.5% | 569 | $292K |
| Insight 2811, Inc. | 0.15% | Add +15.7% | 567 | $291K |
| M. Kulyk & Associates, LLC | 0.07% | No change | 567 | $291K |
| Ballew Advisors, Inc | 0.20% | Add +0.3% | 593 | $291K |
| OMNI 360 Wealth, Inc. | 0.19% | Add +12.6% | 565 | $290K |
| Lunt Capital Management, Inc. | 0.11% | Reduce -5.2% | 564 | $290K |
| Vertex Planning Partners, LLC | 0.06% | New | 563 | $290K |
| United Asset Strategies, Inc. | 0.03% | Reduce -3.6% | 563 | $289K |
| Riggs Asset Managment Co. Inc. | 0.08% | Add +0.4% | 562 | $289K |
| Intrepid Financial Planning Group LLC | 0.13% | No change | 562 | $289K |
| West Coast Financial LLC | 0.03% | No change | 562 | $289K |
| Hidden Cove Wealth Management, LLC | 0.23% | Add +0.9% | 556 | $286K |
| Hager Investment Management Services, LLC | 0.20% | Reduce -41.8% | 556 | $286K |
| Accordant Advisory Group Inc | 0.28% | No change | 555 | $285K |
| Blume Capital Management, Inc. | 0.06% | Add +0.5% | 555 | $285K |
| Symphony Financial Services, Inc. | 0.18% | Add +13.4% | 550 | $283K |
| IronBridge Private Wealth, LLC | 0.11% | New | 550 | $283K |
| Fire Capital Management LLC | 0.21% | New | 550 | $283K |
| Hobbs Group Advisors, LLC | 0.11% | Reduce -1.1% | 549 | $282K |
| Vishria Bird Financial Group, LLC | 0.10% | No change | 549 | $282K |
| Colonial River Investments, LLC | 0.15% | Add +4.0% | 548 | $282K |
| Sargent Investment Group, LLC | 0.04% | No change | 548 | $282K |
| Park Edge Advisors, LLC | 0.08% | Reduce -30.3% | 548 | $282K |
| Poplar Forest Capital LLC | 0.05% | No change | 546 | $281K |
| KMG Fiduciary Partners, LLC | 0.02% | Reduce -5.7% | 546 | $280K |
| Clarity Financial LLC | 0.03% | Reduce -51.4% | 545 | $280K |
| Higgins & Schmidt Wealth Strategies LLC | 0.17% | Reduce -0.2% | 545 | $280K |
| Walker Financial Services, Inc. | 0.15% | No change | 544 | $280K |
| Legacy Capital Group California, Inc. | 0.10% | No change | 542 | $279K |
| West Branch Capital LLC | 0.09% | Reduce -4.6% | 542 | $279K |
| Private Wealth Management Group, LLC | 0.10% | Add +10.8% | 542 | $279K |
| Roof Eidam Maycock Peralta, LLC | 0.07% | Reduce -10.0% | 540 | $278K |
| Cypress Capital, LLC | 0.08% | New | 540 | $277K |
| IMS Capital Management | 0.14% | No change | 539 | $277K |
| Legacy Financial Group, Inc. | 0.09% | Add +18.8% | 538 | $277K |
| Cutler Investment Counsel LLC | 0.03% | Add +30.9% | 538 | $277K |
| Morse Asset Management, Inc | 0.07% | Add +1.5% | 538 | $276K |
| Hummer Financial Advisory Services Inc | 0.22% | No change | 538 | $276K |
| Moller Wealth Partners | 0.07% | No change | 538 | $276K |
| Copia Wealth Management | 0.26% | Add +73.0% | 538 | $276K |
| Verde Capital Management | 0.08% | New | 537 | $276K |
| Aviso Wealth Management | 0.15% | Add +7.2% | 536 | $275K |
| Stewardship Advisors, LLC | 0.07% | Add +26.4% | 536 | $275K |
| Scientech Research LLC | 0.07% | Reduce -51.5% | 535 | $275K |
| Private Capital Advisors, Inc. | 0.03% | No change | 535 | $275K |
| Bond & Devick Financial Network, Inc. | 0.10% | New | 533 | $274K |
| Rogco, LP | 0.11% | Add +1.1% | 532 | $273K |
| Fourth Dimension Wealth, LLC | 0.13% | No change | 530 | $272K |
| Financial Advisory Partners, LLC | 0.09% | Reduce -14.5% | 530 | $272K |
| Patton Fund Management, Inc. | 0.07% | No change | 530 | $272K |
| Emergent Wealth Advisors, LLC | 0.20% | Add +1.0% | 528 | $271K |
| Capital Counsel LLC | 0.01% | Reduce -36.5% | 523 | $269K |
| Cornerstone Advisory, LLC | 0.03% | Add +21.4% | 523 | $269K |
| Penobscot Investment Management Company, Inc. | 0.03% | No change | 520 | $267K |
| Droms Strauss Advisors Inc. /Mo/ | 0.09% | Reduce -5.8% | 520 | $267K |
| Pacific Wealth Management | 0.15% | Reduce -5.3% | 520 | $267K |
| Mach-1 Financial Group, LLC | 0.08% | Reduce -50.3% | 519 | $267K |
| Greater Midwest Financial Group, LLC | 0.19% | Add +23.6% | 519 | $267K |
| Novak & Powell Financial Services, Inc. | 0.17% | Add +0.2% | 518 | $266K |
| Pacific Financial Group Inc. | 0.21% | Reduce -53.7% | 517 | $266K |
| Knights of Columbus Asset Advisors LLC | 0.02% | No change | 517 | $266K |
| Godsey & Gibb, Inc. | 0.03% | Reduce -7.2% | 516 | $265K |
| Gen-Wealth Partners Inc | 0.11% | Reduce -0.8% | 515 | $265K |
| Opal Wealth Advisors, LLC | 0.08% | New | 515 | $265K |
| Delta Investment Management, LLC | 0.05% | Add +2.6% | 515 | $265K |
| Stevens Capital Partners | 0.12% | Add +10.1% | 514 | $264K |
| Seelaus Asset Management LLC | 0.26% | No change | 513 | $264K |
| Carolina Wealth Advisors, LLC | 0.14% | New | 513 | $264K |
| Two West Capital Advisors LLC | 0.22% | Add +0.2% | 535 | $262K |
| Curio Wealth, LLC | 0.14% | Reduce -99.2% | 4 | $262K |
| White Knight Strategic Wealth Advisors, LLC | 0.24% | Reduce -68.1% | 510 | $262K |
| Vermillion & White Wealth Management Group, LLC | 0.19% | Add +0.2% | 509 | $261K |
| Hofer & Associates. Inc | 0.18% | No change | 508 | $261K |
| Prodigy Asset Management LLC | 0.21% | No change | 506 | $260K |
| Pinnacle Wealth Management Group, Inc. | 0.18% | No change | 506 | $260K |
| Stuart Chaussee & Associates, Inc. | 0.06% | Reduce -6.7% | 505 | $260K |
| Swisher Financial Concepts, Inc. | 0.21% | New | 505 | $259K |
| St Germain D J Co. Inc. | 0.01% | No change | 504 | $259K |
| Waycross Investment Management Co | 0.29% | No change | 503 | $258K |
| East Coast Asset Management, LLC. | 0.09% | No change | 500 | $257K |
| Meritas Wealth Management, LLC | 0.15% | Add +0.2% | 500 | $257K |
| Palo Alto Wealth Advisors, LLC | 0.10% | Reduce -9.8% | 476 | $257K |
| Joule Financial, LLC | 0.09% | No change | 498 | $256K |
| Access Financial Services, Inc. | 0.10% | Reduce -16.0% | 495 | $255K |
| Isthmus Partners, LLC | 0.03% | New | 495 | $254K |
| Cable Hill Partners, LLC | 0.02% | Add +6.2% | 498 | $254K |
| Prentice Wealth Management LLC | 0.07% | No change | 494 | $254K |
| McNamara Financial Services, Inc. | 0.05% | Reduce -4.8% | 491 | $252K |
| Resolute Wealth Strategies, LLC | 0.14% | New | 490 | $252K |
| SWP Financial LLC | 0.15% | Reduce -25.5% | 487 | $250K |
| 1832 Asset Management L.P. | 0.00% | Reduce -50.8% | 487 | $250K |
| ESL Trust Services, LLC | 0.06% | No change | 486 | $250K |
| Hemenway Trust Co LLC | 0.02% | No change | 485 | $249K |
| Aspen Capital Management, LLC | 0.08% | — | 485 | $249K |
| Laraway Financial Advisors Inc | 0.20% | No change | 484 | $249K |
| American Financial Advisors, LLC | 0.04% | Add +5.0% | 484 | $249K |
| Northstar Financial Companies, Inc. | 0.27% | Add +3.9% | 483 | $248K |
| Sweeney & Michel, LLC | 0.11% | — | 542 | $248K |
| Caitlin John, LLC | 0.24% | Add +4.1% | 482 | $247K |
| Centerpoint Advisors, LLC | 0.09% | No change | 481 | $247K |
| Stolper Co | 0.08% | No change | 480 | $247K |
| Corrado Advisors, LLC | 0.16% | Add +2.4% | 479 | $246K |
| Summit Financial Wealth Advisors, LLC | 0.05% | Reduce -12.6% | 478 | $246K |
| Tanglewood Legacy Advisors, LLC | 0.11% | No change | 478 | $246K |
| Triune Financial Partners, LLC | 0.08% | Add +2.6% | 478 | $245K |
| Wellment Financial | 0.32% | Reduce -30.3% | 477 | $245K |
| Windsor Capital Management, LLC | 0.07% | Reduce -3.7% | 474 | $244K |
| Stillwater Wealth Management Group | 0.21% | Add +3.3% | 473 | $243K |
| Richmond Investment Services, LLC | 0.13% | Add +12.3% | 473 | $243K |
| Hilltop Wealth Advisors, LLC | 0.14% | Add +4.4% | 471 | $242K |
| O'ROURKE & COMPANY, Inc | 0.12% | Reduce -4.9% | 470 | $242K |
| Goepper Burkhardt LLC | 0.10% | Reduce -1.1% | 470 | $242K |
| Bay Capital Advisors, LLC | 0.20% | Reduce -30.4% | 469 | $241K |
| Winebrenner Capital Management LLC | 0.22% | Reduce -50.9% | 468 | $241K |
| Oxinas Partners, LLC | 0.14% | New | 468 | $240K |
| Canandaigua National Trust Co of Florida | 0.21% | New | 464 | $238K |
| WJ Wealth Management, LLC | 0.08% | Reduce -21.6% | 464 | $238K |
| RFP Financial Group LLC | 0.10% | Reduce -38.7% | 462 | $238K |
| Strengthening Families & Communities, LLC | 0.15% | Add +6.7% | 475 | $238K |
| Tobias Financial Advisors, Inc. | 0.05% | New | 461 | $237K |
| Tiemann Investment Advisors, LLC | 0.11% | No change | 461 | $237K |
| Chancellor Financial Group WB LP | 0.20% | Reduce -7.8% | 461 | $237K |
| Northwest Financial Advisors | 0.20% | Reduce -9.3% | 460 | $236K |
| Riverstone Advisors, LLC | 0.14% | No change | 460 | $236K |
| Smith & Howard Wealth Management, LLC | 0.06% | No change | 460 | $236K |
| Maltin Wealth Management, Inc. | 0.11% | Add +6.5% | 459 | $236K |
| Dynamic Financial Group | 0.23% | Reduce -15.6% | 456 | $234K |
| Planning Center, Inc. | 0.03% | Add +1.3% | 454 | $233K |
| Dogwood Wealth Management LLC | 0.12% | Add +15.2% | 454 | $233K |
| Copley Financial Group, Inc. | 0.18% | Add +223.6% | 453 | $233K |
| Norden Group LLC | 0.03% | Add +16.0% | 450 | $231K |
| Guardian Partners Inc. | 0.02% | Add +10.1% | 470 | $231K |
| Old Port Advisors | 0.07% | Reduce -3.9% | 450 | $231K |
| M. Kraus & Co | 0.07% | No change | 450 | $231K |
| Great Waters Wealth Management | 0.03% | Add +10.8% | 450 | $231K |
| Tenret Co LLC | 0.14% | No change | 449 | $231K |
| Seneca House Advisors | 0.10% | Add +15.5% | 448 | $230K |
| Team Hewins, LLC | 0.09% | Reduce -37.0% | 447 | $230K |
| New Harbor Financial Group, LLC | 0.06% | New | 447 | $230K |
| Manhattan West Asset Management, LLC | 0.06% | Reduce -14.8% | 445 | $229K |
| Cornerstone Enterprises, LLC | 0.14% | Reduce -2.6% | 444 | $229K |
| Centennial Wealth Advisory LLC | 0.08% | Add +0.9% | 445 | $229K |
| Planwiser Financial, LLC | 0.21% | — | 443 | $228K |
| Code Waechter LLC | 0.19% | New | 441 | $227K |
| Triangle Securities Wealth Management | 0.06% | New | 441 | $227K |
| Platt Investment Counsel, LLC | 0.22% | New | 441 | $227K |
| CVFG LLC | 0.21% | New | 440 | $226K |
| PMG Wealth Management, Inc. | 0.24% | Add +1.6% | 439 | $226K |
| Avant Capital LLC | 0.19% | Reduce -0.9% | 439 | $225K |
| Mirador Capital Partners LP | 0.04% | Add +9.6% | 435 | $223K |
| Ballast, Inc. | 0.06% | No change | 434 | $223K |
| Scott & Selber, Inc. | 0.07% | No change | 433 | $223K |
| Hedeker Wealth, LLC | 0.06% | Reduce -53.5% | 433 | $223K |
| Bayshore Asset Management, LLC | 0.11% | Reduce -34.8% | 432 | $222K |
| Satovsky Asset Management LLC | 0.05% | New | 431 | $222K |
| Security National Bank of Sioux City Iowa | 0.16% | Reduce -11.5% | 431 | $221K |
| Certior Financial Group, LLC | 0.18% | Reduce -33.1% | 431 | $221K |
| Silver Oak Advisory Group, Inc. | 0.12% | Add +0.2% | 431 | $221K |
| James Reed Financial Services, Inc. | 0.25% | No change | 430 | $221K |
| Atlas Brown,Inc. | 0.08% | No change | 429 | $220K |
| Gilliland Jeter Wealth Management LLC | 0.08% | Add +0.9% | 428 | $220K |
| Leeward Financial Partners, LLC | 0.08% | Reduce -54.0% | 425 | $218K |
| Ironwood Wealth Management, LLC. | 0.07% | Reduce -15.2% | 424 | $218K |
| Capital Insight Partners, LLC | 0.04% | Add +1.4% | 424 | $218K |
| RIA Advisory Group LLC | 0.07% | New | 423 | $217K |
| S&co Inc. | 0.01% | Add +3.2% | 423 | $217K |
| Rollins Financial Advisors, LLC | 0.04% | Reduce -53.0% | 422 | $217K |
| Ramsay, Stattman, Vela & Price, Inc. | 0.04% | Add +0.2% | 421 | $216K |
| Banque Cantonale Vaudoise | 0.01% | — | 421 | $216K |
| Live Oak Private Wealth LLC | 0.03% | New | 418 | $215K |
| Carmel Capital Partners, LLC | 0.08% | New | 418 | $215K |
| Gratus Wealth Advisors, LLC | 0.04% | No change | 418 | $215K |
| Waterway Wealth Management, LLC | 0.09% | New | 417 | $214K |
| Clarendon Private LLC | 0.23% | Add +5.8% | 416 | $214K |
| Aire Advisors, LLC | 0.04% | Reduce -10.4% | 415 | $213K |
| Arbor Capital Management Inc. | 0.21% | New | 413 | $213K |
| Flagship Private Wealth, LLC | 0.10% | No change | 413 | $212K |
| Grant Street Asset Management, Inc. | 0.05% | Reduce -15.9% | 413 | $212K |
| Financial Guidance Group, Inc. | 0.11% | No change | 413 | $212K |
| Northside Capital Management, LLC | 0.03% | New | 412 | $212K |
| ARK & TLK Investments, LLC | 0.07% | No change | 411 | $211K |
| Nvwm, LLC | 0.06% | Add +50.7% | 410 | $211K |
| Powell Investment Advisors, LLC | 0.10% | Add +5.1% | 410 | $211K |
| Boulder Wealth Advisors, LLC | 0.12% | No change | 409 | $210K |
| FORM Wealth Advisors, LLC | 0.03% | — | 409 | $210K |
| PUREfi Wealth, LLC | 0.21% | New | 407 | $209K |
| Five Oceans Advisors | 0.10% | Add +1.8% | 407 | $209K |
| Paces Ferry Wealth Advisors, LLC | 0.10% | Reduce -35.8% | 407 | $209K |
| Seneca Financial Advisors LLC | 0.10% | Add +0.5% | 406 | $209K |
| LWM Advisors Inc. | 0.25% | Add +4.2% | 402 | $209K |
| Keeley-Teton Advisors, LLC | 0.03% | No change | 405 | $208K |
| Bernzott Capital Advisors | 0.10% | Reduce -6.7% | 404 | $208K |
| Twelve Points Wealth Management LLC | 0.06% | Reduce -36.5% | 404 | $208K |
| BankPlus Trust Department | 0.07% | Add +93.3% | 404 | $208K |
| Ellenbecker Investment Group | 0.04% | Reduce -25.1% | 403 | $208K |
| Pioneer Wealth Management Group | 0.09% | — | 402 | $207K |
| Samlyn Capital, LLC | 0.00% | Reduce -2.0% | 401 | $206K |
| Westwind Capital | 0.05% | Add +3.9% | 400 | $206K |
| Wells Financial Advisors INC | 0.28% | No change | 400 | $206K |
| General Partner, Inc. | 0.13% | No change | 400 | $206K |
| Seven Post Investment Office LP | 0.08% | Reduce -10.1% | 400 | $206K |
| Transcendent Capital Group LLC | 0.12% | Add +10.5% | 399 | $205K |
| Versant Capital Management, Inc | 0.03% | Add +7.5% | 399 | $205K |
| Harvest Investment Services, LLC | 0.06% | New | 399 | $205K |
| Knuff & Co LLC | 0.07% | New | 399 | $205K |
| DDD Partners, LLC | 0.02% | No change | 398 | $205K |
| SevenBridge Financial Group, LLC | 0.04% | No change | 382 | $205K |
| Kesler, Norman & Wride, LLC | 0.04% | New | 398 | $205K |
| Hobart Private Capital, LLC | 0.05% | Reduce -35.3% | 398 | $205K |
| Lee Danner & Bass Inc. | 0.02% | No change | 398 | $205K |
| Andrews, Lucia Wealth Management LLC | 0.14% | New | 379 | $204K |
| Sincerus Advisory, LLC | 0.22% | Add +1.5% | 397 | $204K |
| Redwood Financial Network Corp | 0.15% | No change | 396 | $204K |
| ZEGA Investments, LLC | 0.06% | New | 396 | $204K |
| David J Yvars Group | 0.16% | Add +0.3% | 396 | $203K |
| Voisard Asset Management Group, Inc. | 0.06% | Reduce -3.2% | 395 | $203K |
| MRWM Advisors, LLC | 0.14% | Reduce -54.6% | 395 | $203K |
| Resurgent Financial Advisors LLC | 0.12% | Reduce -31.4% | 395 | $203K |
| Whipplewood Advisors, LLC | 0.12% | Add +61.7% | 566 | $203K |
| Twin Capital Management Inc. | 0.02% | No change | 395 | $203K |
| Birchcreek Wealth Management, LLC | 0.13% | No change | 394 | $202K |
| RMR Capital Management, LLC | 0.15% | Add +5.4% | 393 | $202K |
| Wbi Investments, LLC | 0.05% | New | 393 | $202K |
| Heritage Oak Wealth Advisors LLC | 0.09% | New | 392 | $201K |
| Archer Investment Management, LLC | 0.14% | Reduce -10.8% | 390 | $200K |
| Elgethun Capital Management | 0.04% | Add +6.9% | 385 | $198K |
| Hoey Investments, Inc. | 0.04% | Add +12700.0% | 384 | $197K |
| Bellevue Asset Management, LLC | 0.11% | Add +133.3% | 378 | $194K |
| one8zero8, LLC | 0.04% | Reduce -0.3% | 356 | $183K |
| Financial Gravity Asset Management, Inc. | 0.04% | — | 350 | $180K |
| Provident Wealth Management, LLC | 0.06% | Add +93.8% | 343 | $176K |
| Westend Capital Management, LLC | 0.07% | Add +180.2% | 339 | $174K |
| Union Savings Bank | 0.08% | Reduce -22.0% | 336 | $173K |
| Cary Street Partners Investment Advisory LLC | 0.10% | Add +221.4% | 331 | $170K |
| Field & Main Bank | 0.06% | No change | 322 | $165K |
| North Capital, Inc. | 0.16% | — | 322 | $165K |
| PEAK6 LLC | 0.01% | Reduce -48.0% | 319 | $164K |
| Pin Oak Investment Advisors Inc. | 0.12% | Add +0.9% | 349 | $159K |
| Roxbury Financial LLC | 0.16% | No change | 290 | $159K |
| Kings Path Partners LLC | 0.08% | No change | 305 | $157K |
| Wagner Wealth Management, LLC | 0.04% | Reduce -10.4% | 303 | $155K |
| Capital Advisors, Ltd. LLC | 0.02% | No change | 301 | $155K |
| Arcadia Investment Management Corp. | 0.03% | No change | 301 | $155K |
| Register Financial Advisors LLC | 0.08% | Add +7.6% | 297 | $152K |
| Optimum Investment Advisors | 0.07% | No change | 295 | $152K |
| Anderson Financial Strategies, LLC | 0.09% | No change | 294 | $151K |
| Keener Financial Planning LLC | 0.10% | Add +3.5% | 294 | $151K |
| Loomis Sayles & Co. L P | 0.00% | Reduce -39.6% | 290 | $149K |
| IFS Advisors, LLC | 0.12% | Reduce -7.4% | 289 | $149K |
| Tucker Asset Management LLC | 0.05% | Reduce -73.9% | 287 | $147K |
| 2UniFi Bank | 0.09% | No change | 265 | $145K |
| Abound Financial, LLC | 0.07% | New | 278 | $143K |
| Capital A Wealth Management, LLC | 0.14% | Reduce -20.2% | 264 | $136K |
| AllSquare Wealth Management LLC | 0.08% | No change | 256 | $132K |
| Centennial Bank | 0.06% | New | 254 | $131K |
| Chesapeake Asset Management LLC | 0.12% | Add +14.1% | 251 | $129K |
| Avalon Trust Co | 0.01% | Reduce -30.0% | 245 | $126K |
| Burkett Financial Services, LLC | 0.05% | Add +3.9% | 242 | $124K |
| Rowlandmiller & Partners.adv | 0.03% | Add +1.3% | 238 | $123K |
| Frisco Financial Planning LLC | 0.12% | Add +0.4% | 236 | $121K |
| WFA Asset Management Corp | 0.06% | Reduce -4.9% | 251 | $121K |
| Jackson Hole Capital Partners, LLC | 0.02% | No change | 230 | $118K |
| Chelsea Counsel Co. | 0.06% | No change | 228 | $117K |
| Joseph Group Capital Management | 0.04% | Add +1.4% | 225 | $115K |
| Fortis Group Advisors, LLC | 0.02% | Reduce -75.4% | 221 | $114K |
| Breakwater Investment Management | 0.05% | Reduce -2.7% | 219 | $113K |
| REAP Financial Group, LLC | 0.03% | No change | 218 | $112K |
| Accredited Wealth Management, LLC | 0.09% | Add +10.3% | 215 | $110K |
| Wood Tarver Financial Group, LLC | 0.04% | Add +31.7% | 212 | $109K |
| BTG Pactual Asset Management US LLC | 0.01% | Add +29.4% | 211 | $108K |
| Accent Capital Management, LLC | 0.06% | Add +600.0% | 210 | $108K |
| American National Bank & Trust | 0.01% | Reduce -25.5% | 207 | $106K |
| Park Square Financial Group, LLC | 0.08% | Add +11.5% | 204 | $105K |
| PFS Partners, LLC | 0.06% | Reduce -3.4% | 202 | $104K |
| Gold Investment Management Ltd. | 0.04% | No change | 199 | $102K |
| Game Plan Financial Advisors, LLC | 0.06% | No change | 197 | $101K |
| Spectrum Wealth Counsel, LLC | 0.01% | Reduce -20.4% | 195 | $100K |
| Evergreen Private Wealth LLC | 0.05% | New | 190 | $98K |
| PSI Advisors, LLC | 0.03% | Add +4625.0% | 189 | $97K |
| Global Trust Asset Management, LLC | 0.06% | Reduce -69.3% | 186 | $96K |
| FSA Wealth Management LLC | 0.04% | Add +375.6% | 956 | $94K |
| Pinney & Scofield, Inc. | 0.07% | No change | 183 | $94K |
| FSC Wealth Advisors, LLC | 0.06% | Reduce -98.6% | 183 | $94K |
| Capital Investment Counsel, Inc | 0.01% | Reduce -1.6% | 180 | $93K |
| Oakworth Capital, Inc. | 0.01% | Reduce -6.5% | 173 | $89K |
| Bank & Trust Co | 0.07% | No change | 172 | $88K |
| Davis Capital Management | 0.07% | No change | 170 | $87K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | New | 170 | $87K |
| CNB Bank | 0.04% | No change | 164 | $84K |
| Harris Associates (Oakmark Funds) | 0.00% | New | 156 | $80K |
| Goodman Advisory Group, LLC | 0.02% | New | 153 | $79K |
| Woodard & Co. Asset Management Group Inc. | 0.02% | No change | 152 | $78K |
| CarsonAllaria Wealth Management, Ltd. | 0.04% | No change | 150 | $78K |
| Acima Private Wealth, LLC | 0.03% | No change | 150 | $77K |
| Costello Asset Management, INC | 0.03% | Add +113.0% | 147 | $75K |
| Briaud Financial Planning Inc | 0.03% | No change | 145 | $74K |
| Truvestments Capital LLC | 0.02% | No change | 142 | $73K |
| SIMA Wealth Partners, LLC | 0.06% | Add +2.9% | 141 | $73K |
| Vision Financial Markets LLC | 0.08% | No change | 141 | $72K |
| CGC Financial Services, LLC | 0.03% | Reduce -10.8% | 140 | $72K |
| Your Advocates Ltd., LLP | 0.03% | Add +160.4% | 138 | $71K |
| Mechanics Financial Corp | 0.03% | Add +9.5% | 138 | $71K |
| Inlight Wealth Management, LLC | 0.04% | New | 137 | $70K |
| Painted Porch Advisors LLC | 0.03% | Add +7.3% | 133 | $69K |
| Lummis Asset Management, LP | 0.05% | Add +850.0% | 133 | $68K |
| Mowery & Schoenfeld Wealth Management, LLC | 0.13% | Add +98.5% | 131 | $67K |
| Financial Network Wealth Advisors LLC | 0.09% | No change | 129 | $66K |
| Motco | 0.01% | Reduce -21.8% | 129 | $66K |
| Founders Capital Management | 0.04% | No change | 128 | $66K |
| Elevation Wealth Partners, LLC | 0.03% | Reduce -3.0% | 127 | $65K |
| Hexagon Capital Partners LLC | 0.01% | Add +373.1% | 123 | $63K |
| Morton Brown Family Wealth, LLC | 0.02% | Add +207.7% | 120 | $62K |
| WPG Advisers, LLC | 0.06% | No change | 116 | $60K |
| FWL Investment Management, LLC | 0.02% | No change | 115 | $59K |
| Navigoe, LLC | 0.05% | No change | 114 | $58K |
| Marshall & Sterling Wealth Advisors Inc. | 0.04% | No change | 106 | $54K |
| Deane Retirement Strategies, Inc. | 0.03% | Reduce -40.9% | 104 | $53K |
| Morris Financial Concepts, Inc. | 0.02% | No change | 104 | $53K |
| 1620 Investment Advisors, Inc. | 0.04% | Add +232.3% | 103 | $53K |
| Zeit Capital LLC | 0.04% | No change | 102 | $52K |
| Stone House Investment Management, LLC | 0.01% | New | 101 | $52K |
| Kennebec Savings Bank | 0.05% | Reduce -71.7% | 99 | $51K |
| von Borstel & Associates, Inc. | 0.01% | New | 98 | $50K |
| Legacy Wealth Managment, LLC | 0.04% | Reduce -24.6% | 95 | $49K |
| Kiker Wealth Management, LLC | 0.03% | Add +333.3% | 91 | $47K |
| Elevate Wealth Advisory, Inc. | 0.03% | Add +83.7% | 90 | $47K |
| Eukles Asset Management | 0.02% | Add +3.5% | 90 | $46K |
| Sherman Asset Management, Inc. | 0.04% | Reduce -8.3% | 89 | $46K |
| West Oak Capital, LLC | 0.02% | Reduce -38.7% | 84 | $43K |
| EPG Wealth Management LLC | 0.01% | No change | 83 | $43K |
| Lord & Richards Wealth Management, LLC | 0.05% | New | 78 | $40K |
| Putney Financial Group LLC | 0.04% | No change | 78 | $40K |
| Garland Capital Management Inc. | 0.03% | No change | 72 | $37K |
| Matrix Private Capital Group LLC | 0.02% | No change | 65 | $33K |
| Punch & Associates Investment Management, Inc. | 0.00% | Reduce -94.7% | 62 | $32K |
| Atwood & Palmer Inc. | 0.00% | No change | 61 | $31K |
| Clarity Asset Management, Inc. | 0.02% | Reduce -78.7% | 57 | $29K |
| Mark Sheptoff Financial Planning, LLC | 0.02% | No change | 57 | $29K |
| Redmont Wealth Advisors LLC | 0.06% | New | 56 | $29K |
| Atala Financial Inc | 0.02% | New | 55 | $28K |
| Innovative Advisory Group, LLC | 0.02% | No change | 43 | $22K |
| Rise Advisors, LLC | 0.01% | New | 42 | $22K |
| Ballast Advisors LLC | 0.01% | New | 40 | $21K |
| Horrell Capital Management, Inc. | 0.01% | No change | 38 | $20K |
| Thompson Investment Management, Inc. | 0.00% | No change | 38 | $20K |
| Milestone Investment Advisors LLC | 0.01% | No change | 37 | $19K |
| Asset Management One Co., Ltd. | 0.00% | Reduce -38.6% | 35 | $18K |
| Crowley Wealth Management, Inc. | 0.01% | Add +11.1% | 30 | $15K |
| Contravisory Investment Management, Inc. | 0.00% | No change | 29 | $15K |
| Bare Financial Services, Inc | 0.01% | No change | 28 | $14K |
| Aviso Financial Inc. | 0.00% | No change | 28 | $14K |
| Compass Wealth Management LLC | 0.00% | Reduce -32.5% | 27 | $14K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.00% | No change | 25 | $13K |
| Nordwand Advisors, LLC | 0.00% | No change | 24 | $12K |
| Decker Retirement Planning Inc. | 0.01% | Reduce -96.7% | 23 | $12K |
| Hughes Financial Services, LLC | 0.00% | New | 23 | $12K |
| Kozak & Associates, Inc. | 0.00% | No change | 22 | $11K |
| SJS Investment Consulting Inc. | 0.00% | No change | 20 | $10K |
| Broadwater Capital Management LLC | 0.01% | No change | 20 | $10K |
| Arvest Investments, Inc. | 0.00% | No change | 18 | $9K |
| Valued Wealth Advisors LLC | 0.01% | No change | 17 | $9K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 17 | $9K |
| Winthrop Capital Management, LLC | 0.00% | No change | 13 | $7K |
| Sound Financial Strategies Group, LLC | 0.01% | No change | 13 | $7K |
| Horizon Financial Services, LLC | 0.00% | No change | 13 | $7K |
| ROSS\JOHNSON & Associates LLC | 0.11% | No change | 13 | $7K |
| Winch Advisory Services, LLC | 0.00% | Reduce -95.8% | 12 | $6K |
| Rice Partnership, LLC | 0.00% | No change | 12 | $6K |
| ZynergyRetirementPlanningLLC | 0.00% | No change | 10 | $5K |
| MGB Wealth Management, LLC | 0.00% | No change | 10 | $5K |
| True Wealth Design, LLC | 0.00% | New | 9 | $5K |
| Bradley & Co. Private Wealth Management, LLC | 0.00% | No change | 9 | $5K |
| Bay Harbor Wealth Management, LLC | 0.00% | No change | 8 | $4K |
| Luminist Capital LLC | 0.00% | Reduce -94.0% | 8 | $4K |
| Graybill Wealth Management, LTD. | 0.00% | — | 8 | $4K |
| Aberdeen Wealth Management LLC | 0.00% | Reduce -92.4% | 7 | $4K |
| Richard W. Paul & Associates, LLC | 0.00% | Reduce -85.7% | 6 | $3K |
| Gould Capital, LLC | 0.00% | No change | 6 | $3K |
| Wealth Preservation Advisors, LLC | 0.00% | — | 6 | $3K |
| Principia Wealth Advisory, LLC | 0.00% | No change | 6 | $3K |
| Friedenthal Financial | 0.00% | New | 5 | $3K |
| Perritt Capital Management Inc | 0.00% | No change | 5 | $3K |
| Front Row Advisors LLC | 0.00% | Add +400.0% | 5 | $3K |
| Parkworth Wealth Management, Inc. | 0.00% | New | 4 | $2K |
| POM Investment Strategies, LLC | 0.00% | No change | 4 | $2K |
| Covestor Ltd | 0.00% | No change | 3 | $2K |
| Pension & Wealth Management Advisors, Inc. | 0.00% | No change | 3 | $2K |
| Pflug Koory, LLC | 0.00% | No change | 3 | $2K |
| Lowe Wealth Advisors, LLC | 0.00% | No change | 2 | $1K |
| Flaharty Asset Management, LLC | 0.00% | New | 2 | $1K |
| Evelyn Partners Investment Management LLP | 0.00% | No change | 2 | $1K |
| Wellington Shields & Co., LLC | 0.00% | No change | 1 | $514 |
| NewSquare Capital LLC | 0.00% | Reduce -99.8% | 1 | $447 |
"% of holder's portfolio" is VOO's weight in each manager's 13F, not the share of Vanguard S&P 500 ETF the manager owns.